Hefty Wealth Partners’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-56
| Closed | -$2K | – | 244 |
|
2017
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 224 |
|
2016
Q3 | – | Sell |
-28,112
| Closed | -$860K | – | 242 |
|
2016
Q2 | $860K | Buy |
28,112
+1,856
| +7% | +$56.8K | 0.71% | 52 |
|
2016
Q1 | $851K | Buy |
26,256
+4,491
| +21% | +$146K | 0.8% | 47 |
|
2015
Q4 | $662K | Buy |
+21,765
| New | +$662K | 0.63% | 58 |
|