SMFS
Squar Milner Financial Services’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,573
| Closed | -$225K | – | 23 |
|
|
2020
Q2 | $225K | Hold |
2,573
| – | – | 0.13% | 186 |
|
|
2020
Q1 | $146K | Hold |
2,573
| – | – | 0.09% | 206 |
|
|
2019
Q4 | $225K | Buy |
2,573
+20
| +0.8% | +$1.75K | 0.11% | 182 |
|
|
2019
Q3 | $284K | Buy |
2,553
+247
| +11% | +$27.5K | 0.15% | 162 |
|
|
2019
Q2 | $161K | Sell |
2,306
-392
| -15% | -$27.4K | 0.11% | 195 |
|
|
2019
Q1 | $191K | Hold |
2,698
| – | – | 0.14% | 171 |
|
|
2018
Q4 | $143K | Hold |
2,698
| – | – | 0.14% | 175 |
|
|
2018
Q3 | $214K | Hold |
2,698
| – | – | 0.19% | 139 |
|
|
2018
Q2 | $201K | Buy |
+2,698
| New | +$201K | 0.18% | 156 |
|
|
2018
Q1 | – | Sell |
-2,627
| Closed | -$201K | – | 164 |
|
|
2017
Q4 | $201K | Buy |
+2,627
| New | +$201K | 0.24% | 156 |
|