MWM
BBBY
Mascoma Wealth Management’s Bed Bath & Beyond, Inc. BBBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-354,588
| Closed | -$12.9M | – | 397 |
|
|
2018
Q1 | $12.9M | Hold |
354,588
| – | – | 8.47% | 2 |
|
|
2017
Q4 | $23.6M | Buy |
354,588
+1,923
| +0.5% | +$128K | 14.56% | 1 |
|
|
2017
Q3 | $10.5M | Hold |
352,665
| – | – | 6.99% | 3 |
|
|
2017
Q2 | $5.75M | Hold |
352,665
| – | – | 3.88% | 7 |
|
|
2017
Q1 | $6.07M | Sell |
352,665
-116,442
| -25% | -$2M | 4.34% | 7 |
|
|
2016
Q4 | $8.21M | Buy |
+469,107
| New | +$8.21M | 6.04% | 5 |
|