LWM
Lyons Wealth Management’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,792
| Closed | -$516K | – | 16 |
|
|
2018
Q4 | $516K | Sell |
9,792
-794
| -8% | -$41.8K | 1.68% | 26 |
|
|
2018
Q3 | $842K | Sell |
10,586
-635
| -6% | -$50.5K | 1.67% | 22 |
|
|
2018
Q2 | $840K | Sell |
11,221
-1,138
| -9% | -$85.2K | 1.2% | 20 |
|
|
2018
Q1 | $862K | Sell |
12,359
-879
| -7% | -$61.3K | 1.31% | 19 |
|
|
2017
Q4 | $908K | Sell |
13,238
-277
| -2% | -$19K | 1.48% | 15 |
|
|
2017
Q3 | $770K | Sell |
13,515
-4,074
| -23% | -$232K | 1.15% | 22 |
|
|
2017
Q2 | $1.01M | Sell |
17,589
-719
| -4% | -$41.2K | 1.41% | 9 |
|
|
2017
Q1 | $900K | Buy |
+18,308
| New | +$900K | 0.95% | 16 |
|
|
2016
Q1 | – | Sell |
-23,063
| Closed | -$700K | – | 49 |
|
|
2015
Q4 | $700K | Sell |
23,063
-6,376
| -22% | -$194K | 0.89% | 30 |
|
|
2015
Q3 | $1.09M | Sell |
29,439
-1,256
| -4% | -$46.4K | 1.4% | 9 |
|
|
2015
Q2 | $1M | Sell |
30,695
-542
| -2% | -$17.7K | 1.14% | 16 |
|
|
2015
Q1 | $1.18M | Sell |
31,237
-1,050
| -3% | -$39.6K | 1.28% | 13 |
|
|
2014
Q4 | $1.26M | Sell |
32,287
-1,211
| -4% | -$47.2K | 1.32% | 10 |
|
|
2014
Q3 | $1.12M | Buy |
+33,498
| New | +$1.12M | 1.19% | 14 |
|
|
2014
Q2 | – | Sell |
-20,091
| Closed | -$532K | – | 69 |
|
|
2014
Q1 | $532K | Buy |
+20,091
| New | +$532K | 0.47% | 37 |
|