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Principia Wealth Advisory’s Bentley Systems BSY Stock Holding History

Principia Wealth Advisory’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$486 Hold
9
– – ﹤0.01% 739
2025
Q1 		$379 Buy
9
+4
+80% +$168 ﹤0.01% 640
2024
Q4 		$234 Buy
+5
New +$234 ﹤0.01% 710