Lee Financial’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-360
| Closed | -$24K | – | 233 |
|
|
2023
Q4 | $24K | Hold |
360
| – | – | ﹤0.01% | 295 |
|
|
2023
Q3 | $25.7K | Hold |
360
| – | – | ﹤0.01% | 275 |
|
|
2023
Q2 | $22.7K | Hold |
360
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $27.4K | Hold |
360
| – | – | ﹤0.01% | 279 |
|
|
2022
Q4 | $23.8K | Sell |
360
-22
| -6% | -$1.46K | ﹤0.01% | 319 |
|
|
2022
Q3 | $28K | Sell |
382
-30
| -7% | -$2.2K | 0.01% | 293 |
|
|
2022
Q2 | $26K | Buy |
412
+2
| +0.5% | +$126 | ﹤0.01% | 302 |
|
|
2022
Q1 | $28K | Sell |
410
-105
| -20% | -$7.17K | 0.01% | 294 |
|
|
2021
Q4 | $34K | Sell |
515
-5
| -1% | -$330 | 0.01% | 299 |
|
|
2021
Q3 | $29K | Hold |
520
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $25K | Hold |
520
| – | – | 0.01% | 293 |
|
|
2021
Q1 | $23K | Buy |
520
+85
| +20% | +$3.76K | 0.01% | 287 |
|
|
2020
Q4 | $16K | Hold |
435
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $18K | Hold |
435
| – | – | 0.01% | 315 |
|
|
2020
Q2 | $16K | Sell |
435
-110
| -20% | -$4.05K | ﹤0.01% | 302 |
|
|
2020
Q1 | $14K | Buy |
545
+40
| +8% | +$1.03K | ﹤0.01% | 257 |
|
|
2019
Q4 | $11K | Buy |
505
+140
| +38% | +$3.05K | ﹤0.01% | 328 |
|
|
2019
Q3 | $9K | Buy |
+365
| New | +$9K | ﹤0.01% | 354 |
|