Forvis Mazars Wealth Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,175
| Closed | -$616K | – | 283 |
|
|
2020
Q4 | $616K | Buy |
6,175
+44
| +0.7% | +$4.39K | 0.03% | 192 |
|
|
2020
Q3 | $682K | Sell |
6,131
-734
| -11% | -$81.6K | 0.04% | 167 |
|
|
2020
Q2 | $599K | Sell |
6,865
-1,535
| -18% | -$134K | 0.04% | 173 |
|
|
2020
Q1 | $479K | Buy |
8,400
+187
| +2% | +$10.7K | 0.04% | 174 |
|
|
2019
Q4 | $721K | Buy |
8,213
+190
| +2% | +$16.7K | 0.05% | 149 |
|
|
2019
Q3 | $554K | Buy |
8,023
+64
| +0.8% | +$4.42K | 0.04% | 160 |
|
|
2019
Q2 | $555K | Sell |
7,959
-327
| -4% | -$22.8K | 0.05% | 153 |
|
|
2019
Q1 | $589K | Sell |
8,286
-203
| -2% | -$14.4K | 0.05% | 148 |
|
|
2018
Q4 | $450K | Buy |
8,489
+2,512
| +42% | +$133K | 0.05% | 144 |
|
|
2018
Q3 | $474K | Sell |
5,977
-477
| -7% | -$37.8K | 0.04% | 152 |
|
|
2018
Q2 | $481K | Buy |
6,454
+2,185
| +51% | +$163K | 0.05% | 145 |
|
|
2018
Q1 | $299K | Buy |
+4,269
| New | +$299K | 0.03% | 194 |
|