Lee Financial’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160
| Closed | -$15.1K | – | 226 |
|
|
2023
Q4 | $15.1K | Hold |
160
| – | – | ﹤0.01% | 362 |
|
|
2023
Q3 | $13K | Hold |
160
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $14.8K | Buy |
160
+65
| +68% | +$6.01K | ﹤0.01% | 348 |
|
|
2023
Q1 | $7.32K | Sell |
95
-2
| -2% | -$154 | ﹤0.01% | 468 |
|
|
2022
Q4 | $6.12K | Hold |
97
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $5K | Hold |
97
| – | – | ﹤0.01% | 526 |
|
|
2022
Q2 | $8K | Buy |
97
+2
| +2% | +$165 | ﹤0.01% | 478 |
|
|
2022
Q1 | $13K | Hold |
95
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $12K | Buy |
95
+25
| +36% | +$3.16K | ﹤0.01% | 455 |
|
|
2021
Q3 | $10K | Hold |
70
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 404 |
|
|
2021
Q1 | $12K | Hold |
70
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $12K | Hold |
70
| – | – | ﹤0.01% | 349 |
|
|
2020
Q3 | $11K | Hold |
70
| – | – | ﹤0.01% | 383 |
|
|
2020
Q2 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 393 |
|