Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-359
| Closed | -$22.7K | – | 563 |
|
|
2022
Q3 | $22.7K | Hold |
359
| – | – | ﹤0.01% | 370 |
|
|
2022
Q2 | $23K | Hold |
359
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $33K | Hold |
359
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $36K | Hold |
359
| – | – | ﹤0.01% | 357 |
|
|
2021
Q3 | $38K | Hold |
359
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $41.3K | Sell |
359
-1,327
| -79% | -$153K | ﹤0.01% | 345 |
|
|
2021
Q1 | $194K | Hold |
1,686
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $168K | Buy |
1,686
+1,327
| +370% | +$132K | 0.01% | 208 |
|
|
2020
Q3 | $40K | Hold |
359
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $31.3K | Hold |
359
| – | – | ﹤0.01% | 288 |
|
|
2020
Q1 | $20.5K | Sell |
359
-8
| -2% | -$456 | ﹤0.01% | 322 |
|
|
2019
Q4 | $32.2K | Buy |
367
+8
| +2% | +$702 | ﹤0.01% | 337 |
|
|
2019
Q3 | $24K | Hold |
359
| – | – | ﹤0.01% | 335 |
|
|
2019
Q2 | $25K | Hold |
359
| – | – | ﹤0.01% | 319 |
|
|
2019
Q1 | $25.5K | Hold |
359
| – | – | ﹤0.01% | 280 |
|
|
2018
Q4 | $19K | Hold |
359
| – | – | ﹤0.01% | 268 |
|
|
2018
Q3 | $28K | Buy |
+359
| New | +$28K | 0.01% | 241 |
|