Graves Light Lenhart Wealth’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-550
| Closed | -$5.78K | – | 189 |
|
|
2023
Q1 | $5.78K | Buy |
+550
| New | +$5.78K | ﹤0.01% | 184 |
|
|
2022
Q3 | – | Sell |
-550
| Closed | -$7K | – | 220 |
|
|
2022
Q2 | $7K | Hold |
550
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $8K | Hold |
550
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $8K | Hold |
550
| – | – | ﹤0.01% | 623 |
|
|
2021
Q3 | $8K | Sell |
550
-229
| -29% | -$3.33K | ﹤0.01% | 585 |
|
|
2021
Q2 | $12K | Sell |
779
-78
| -9% | -$1.2K | ﹤0.01% | 540 |
|
|
2021
Q1 | $11K | Hold |
857
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $10K | Buy |
+857
| New | +$10K | ﹤0.01% | 545 |
|