JFS Wealth Advisors’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51K | Buy |
65
+7
| +12% | +$378 | ﹤0.01% | 1214 |
|
|
2025
Q1 | $2.28K | Sell |
58
-32
| -36% | -$1.26K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $4.2K | Hold |
90
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q3 | $4.57K | Buy |
90
+24
| +36% | +$1.22K | ﹤0.01% | 1156 |
|
|
2024
Q2 | $3.26K | Buy |
66
+24
| +57% | +$1.19K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $2.19K | Sell |
42
-3
| -7% | -$157 | ﹤0.01% | 1408 |
|
|
2023
Q4 | $2.35K | Buy |
45
+3
| +7% | +$157 | ﹤0.01% | 1357 |
|
|
2023
Q3 | $2.11K | Buy |
42
+11
| +35% | +$552 | ﹤0.01% | 1342 |
|
|
2023
Q2 | $1.68K | Buy |
31
+8
| +35% | +$434 | ﹤0.01% | 1444 |
|
|
2023
Q1 | $989 | Buy |
23
+14
| +156% | +$602 | ﹤0.01% | 1587 |
|
|
2022
Q4 | $333 | Buy |
9
+4
| +80% | +$148 | ﹤0.01% | 1792 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1746 |
|