Kingswood Wealth Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,342
| Closed | -$552K | – | 801 |
|
|
2024
Q3 | $552K | Buy |
5,342
+1,359
| +34% | +$140K | 0.04% | 434 |
|
|
2024
Q2 | $336K | Buy |
3,983
+35
| +0.9% | +$2.95K | 0.03% | 489 |
|
|
2024
Q1 | $324K | Sell |
3,948
-98
| -2% | -$8.04K | 0.04% | 456 |
|
|
2023
Q4 | $317K | Buy |
+4,046
| New | +$317K | 0.04% | 455 |
|