Institute for Wealth Management’s Bluegreen Vacations Holding Corporation BVH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-6,795
Closed -$201K 560
2022
Q1
$201K Hold
6,795
0.03% 512
2021
Q4
$239K Buy
+6,795
New +$239K 0.04% 430
2020
Q2
Sell
-9,019
Closed -$104K 440
2020
Q1
$104K Buy
9,019
+1,900
+27% +$21.9K 0.03% 380
2019
Q4
$170K Buy
7,119
+20
+0.3% +$478 0.04% 433
2019
Q3
$166K Sell
7,099
-100
-1% -$2.34K 0.04% 401
2019
Q2
$177K Sell
7,199
-480
-6% -$11.8K 0.04% 445
2019
Q1
$227K Sell
7,679
-450
-6% -$13.3K 0.05% 392
2018
Q4
$233K Sell
8,129
-620
-7% -$17.8K 0.1% 225
2018
Q3
$298K Hold
8,749
0.1% 189
2018
Q2
$391K Buy
+8,749
New +$391K 0.12% 181
2017
Q4
Sell
-6,959
Closed -$257K 422
2017
Q3
$257K Buy
+6,959
New +$257K 0.08% 233