Jackson Grant Investment Advisers’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-800
| Closed | -$2K | – | 216 |
|
|
2020
Q1 | $2K | Hold |
800
| – | – | ﹤0.01% | 209 |
|
|
2019
Q4 | $5K | Hold |
800
| – | – | ﹤0.01% | 210 |
|
|
2019
Q3 | $4K | Buy |
+800
| New | +$4K | ﹤0.01% | 215 |
|
|
2019
Q2 | – | Sell |
-13,772
| Closed | -$73K | – | 225 |
|
|
2019
Q1 | $73K | Buy |
13,772
+327
| +2% | +$1.73K | 0.04% | 127 |
|
|
2018
Q4 | $70K | Sell |
13,445
-7,109
| -35% | -$37K | 0.05% | 129 |
|
|
2018
Q3 | $156K | Buy |
20,554
+294
| +1% | +$2.23K | 0.1% | 96 |
|
|
2018
Q2 | $147K | Buy |
20,260
+312
| +2% | +$2.26K | 0.1% | 94 |
|
|
2018
Q1 | $173K | Buy |
19,948
+252
| +1% | +$2.19K | 0.12% | 90 |
|
|
2017
Q4 | $191K | Sell |
19,696
-3,643
| -16% | -$35.3K | 0.13% | 84 |
|
|
2017
Q3 | $217K | Buy |
23,339
+325
| +1% | +$3.02K | 0.16% | 70 |
|
|
2017
Q2 | $187K | Hold |
23,014
| – | – | 0.15% | 72 |
|
|
2017
Q1 | $168K | Hold |
23,014
| – | – | 0.13% | 76 |
|
|
2016
Q4 | $151K | Buy |
+23,014
| New | +$151K | 0.13% | 76 |
|