IBEX 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
Q2 | – | Sell |
-6,295
| Closed | -$572K | – | 158 |
|
2022
Q1 | $572K | Buy |
6,295
+35
| +0.6% | +$3.18K | 0.11% | 113 |
|
2021
Q4 | $636K | Sell |
6,260
-120
| -2% | -$12.2K | 0.11% | 119 |
|
2021
Q3 | $674K | Sell |
6,380
-1,278
| -17% | -$135K | 0.13% | 114 |
|
2021
Q2 | $881K | Buy |
+7,658
| New | +$881K | 0.18% | 110 |
|
2018
Q4 | – | Sell |
-52,930
| Closed | -$4.18M | – | 77 |
|
2018
Q3 | $4.18M | Buy |
52,930
+1,832
| +4% | +$145K | 1.5% | 25 |
|
2018
Q2 | $3.52M | Hold |
51,098
| – | – | 1.41% | 29 |
|
2018
Q1 | $3.52M | Sell |
51,098
-67
| -0.1% | -$4.62K | 1.43% | 29 |
|
2017
Q4 | $3.57M | Buy |
51,165
+997
| +2% | +$69.5K | 1.58% | 28 |
|
2017
Q3 | $2.96M | Sell |
50,168
-698
| -1% | -$41.2K | 1.1% | 35 |
|
2017
Q2 | $2.76M | Buy |
50,866
+8,583
| +20% | +$465K | 1.09% | 38 |
|
2017
Q1 | $2.03M | Buy |
+42,283
| New | +$2.03M | 1.25% | 31 |
|