Ranch Capital Advisors’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,798
| Closed | -$271K | – | 149 |
|
|
2023
Q3 | $271K | Buy |
3,798
+49
| +1% | +$3.5K | 0.19% | 118 |
|
|
2023
Q2 | $236K | Sell |
3,749
-1,336
| -26% | -$84.2K | 0.17% | 127 |
|
|
2023
Q1 | $387K | Sell |
5,085
-87
| -2% | -$6.62K | 0.28% | 103 |
|
|
2022
Q4 | $342K | Buy |
5,172
+121
| +2% | +$8.01K | 0.27% | 105 |
|
|
2022
Q3 | $368K | Buy |
5,051
+1,481
| +41% | +$108K | 0.3% | 99 |
|
|
2022
Q2 | $222K | Buy |
3,570
+381
| +12% | +$23.7K | 0.17% | 133 |
|
|
2022
Q1 | $216K | Buy |
+3,189
| New | +$216K | 0.14% | 149 |
|