Steward Partners Investment Advisory’s BrightView Holdings BV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,000
| Closed | -$239K | – | 3758 |
|
|
2024
Q2 | $239K | Hold |
18,000
| – | – | ﹤0.01% | 1363 |
|
|
2024
Q1 | $214K | Buy |
18,000
+5,000
| +38% | +$59.5K | ﹤0.01% | 1401 |
|
|
2023
Q4 | $109K | Hold |
13,000
| – | – | ﹤0.01% | 1647 |
|
|
2023
Q3 | $101K | Buy |
+13,000
| New | +$101K | ﹤0.01% | 1565 |
|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$8K | – | 3375 |
|
|
2022
Q3 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 2602 |
|