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