Sheets Smith Wealth Management’s BrightView Holdings BV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-16,485
| Closed | -$224K | – | 309 |
|
2022
Q1 | $224K | Hold |
16,485
| – | – | 0.03% | 322 |
|
2021
Q4 | $232K | Buy |
16,485
+68
| +0.4% | +$957 | 0.03% | 340 |
|
2021
Q3 | $242K | Hold |
16,417
| – | – | 0.03% | 329 |
|
2021
Q2 | $265K | Hold |
16,417
| – | – | 0.04% | 316 |
|
2021
Q1 | $277K | Hold |
16,417
| – | – | 0.04% | 285 |
|
2020
Q4 | $248K | Buy |
16,417
+490
| +3% | +$7.4K | 0.04% | 298 |
|
2020
Q3 | $182K | Sell |
15,927
-1,300
| -8% | -$14.9K | 0.03% | 284 |
|
2020
Q2 | $193K | Sell |
17,227
-2,200
| -11% | -$24.6K | 0.04% | 247 |
|
2020
Q1 | $215K | Buy |
19,427
+1,008
| +5% | +$11.2K | 0.05% | 243 |
|
2019
Q4 | $311K | Sell |
18,419
-800
| -4% | -$13.5K | 0.06% | 264 |
|
2019
Q3 | $330K | Sell |
19,219
-121
| -0.6% | -$2.08K | 0.07% | 238 |
|
2019
Q2 | $362K | Hold |
19,340
| – | – | 0.07% | 248 |
|
2019
Q1 | $278K | Buy |
19,340
+7,419
| +62% | +$107K | 0.06% | 278 |
|
2018
Q4 | $122K | Buy |
+11,921
| New | +$122K | 0.03% | 267 |
|