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 |
|