Strategic Wealth Partners’s Bunge Global BG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,061
| Closed | -$410K | – | 284 |
|
|
2023
Q4 | $410K | Sell |
4,061
-15,004
| -79% | -$1.51M | 0.05% | 205 |
|
|
2023
Q3 | $2.06M | Sell |
19,065
-2,466
| -11% | -$267K | 0.27% | 97 |
|
|
2023
Q2 | $2.03M | Buy |
21,531
+1,684
| +8% | +$159K | 0.26% | 111 |
|
|
2023
Q1 | $1.9M | Buy |
+19,847
| New | +$1.9M | 0.29% | 99 |
|