Greystone Financial Group’s BJs Wholesale Club BJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,045	Closed	-$203K	–	110
2023 Q4	$203K	Sell	3,045 -2,521	-45%	-$168K	0.05%	104
2023 Q3	$397K	Sell	5,566 -2,637	-32%	-$188K	0.1%	81
2023 Q2	$517K	Sell	8,203 -1,110	-12%	-$69.9K	0.12%	78
2023 Q1	$708K	Buy	+9,313	New	+$708K	0.18%	65