MWPCG
Measured Wealth Private Client Group’s Booz Allen Hamilton BAH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,584
| Closed | -$219K | – | 176 |
|
2021
Q4 | $219K | Sell |
2,584
-165
| -6% | -$14K | 0.08% | 153 |
|
2021
Q3 | $218K | Sell |
2,749
-2,266
| -45% | -$180K | 0.08% | 149 |
|
2021
Q2 | $427K | Buy |
5,015
+1,204
| +32% | +$103K | 0.14% | 94 |
|
2021
Q1 | $307K | Buy |
+3,811
| New | +$307K | 0.11% | 110 |
|
2018
Q4 | – | Sell |
-1,305
| Closed | -$64K | – | 154 |
|
2018
Q3 | $64K | Buy |
+1,305
| New | +$64K | 0.04% | 295 |
|