KFA
BBBY
Kelleher Financial Advisors’s Bed Bath & Beyond Inc BBBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,160
| Closed | -$286K | – | 125 |
|
|
2015
Q2 | $286K | Hold |
4,160
| – | – | 0.16% | 90 |
|
|
2015
Q1 | $319K | Hold |
4,160
| – | – | 0.18% | 92 |
|
|
2014
Q4 | $316K | Hold |
4,160
| – | – | 0.17% | 84 |
|
|
2014
Q3 | $280K | Buy |
4,160
+80
| +2% | +$5.39K | 0.15% | 91 |
|
|
2014
Q2 | $234K | Buy |
4,080
+80
| +2% | +$4.59K | 0.12% | 99 |
|
|
2014
Q1 | $275K | Buy |
+4,000
| New | +$275K | 0.15% | 90 |
|