Heritage Wealth Management (Arizona)’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $499K | Sell |
10,103
-1,548
| -13% | -$76.4K | 0.28% | 76 |
|
|
2024
Q1 | $608K | Sell |
11,651
-652
| -5% | -$34K | 0.31% | 72 |
|
|
2023
Q4 | $642K | Buy |
+12,303
| New | +$642K | 0.35% | 66 |
|
|
2022
Q4 | $1.16M | Buy |
31,517
+17,752
| +129% | +$656K | 0.17% | 102 |
|
|
2022
Q3 | $421K | Buy |
13,765
+258
| +2% | +$7.89K | 0.14% | 111 |
|
|
2022
Q2 | $450K | Buy |
13,507
+5,137
| +61% | +$171K | 0.15% | 106 |
|
|
2022
Q1 | $370K | Buy |
+8,370
| New | +$370K | 0.1% | 161 |
|
|
2021
Q3 | $174K | Buy |
2,871
+363
| +14% | +$22K | 0.06% | 239 |
|
|
2021
Q2 | $162K | Buy |
2,508
+961
| +62% | +$62.1K | 0.06% | 262 |
|
|
2021
Q1 | $73K | Buy |
+1,547
| New | +$73K | 0.04% | 302 |
|