MWM
Midwest Wealth Management’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,421
| Closed | -$337K | – | 94 |
|
|
2021
Q3 | $337K | Sell |
2,421
-1,779
| -42% | -$248K | 0.23% | 87 |
|
|
2021
Q2 | $618K | Sell |
4,200
-95
| -2% | -$14K | 0.44% | 76 |
|
|
2021
Q1 | $736K | Buy |
4,295
+506
| +13% | +$86.7K | 0.6% | 73 |
|
|
2020
Q4 | $655K | Buy |
+3,789
| New | +$655K | 0.6% | 69 |
|