MinichMacGregor Wealth Management’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-146
| Closed | -$17K | – | 135 |
|
|
2018
Q3 | $17K | Sell |
146
-3
| -2% | -$349 | 0.01% | 236 |
|
|
2018
Q2 | $15K | Hold |
149
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $14K | Sell |
149
-6
| -4% | -$564 | 0.01% | 249 |
|
|
2017
Q4 | $14K | Buy |
155
+72
| +87% | +$6.5K | 0.01% | 250 |
|
|
2017
Q3 | $7K | Hold |
83
| – | – | 0.01% | 316 |
|
|
2017
Q2 | $6K | Buy |
+83
| New | +$6K | 0.01% | 329 |
|