SFS
Summit Financial Strategies’s Bath & Body Works BBWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,979
| Closed | -$214K | – | 52 |
|
|
2017
Q2 | $214K | Buy |
+3,979
| New | +$214K | 0.13% | 50 |
|
|
2017
Q1 | – | Sell |
-3,623
| Closed | -$239K | – | 41 |
|
|
2016
Q4 | $239K | Buy |
3,623
+768
| +27% | +$50.7K | 0.16% | 34 |
|
|
2016
Q3 | $202K | Buy |
+2,855
| New | +$202K | 0.14% | 41 |
|