KPW
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Kore Private Wealth’s Bright Horizons BFAM Stock Holding History

Kore Private Wealth’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-468
Closed -$54K – 355
2020
Q2 		$54K Buy
468
+72
+18% +$8.22K 0.01% 444
2020
Q1 		$40K Sell
396
-4
-1% -$588 0.01% 455
2019
Q4 		$60K Buy
+400
New +$60K 0.01% 460
2019
Q2 		– Sell
-390
Closed -$50K – 288
2019
Q1 		$50K Hold
390
– – 0.01% 382
2018
Q4 		$43K Buy
+390
New +$44.9K 0.01% 390

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