Summit Trail Advisors’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$52K | – | 332 |
|
|
2021
Q4 | $52K | Hold |
10,000
| – | – | ﹤0.01% | 291 |
|
|
2021
Q3 | $63K | Hold |
10,000
| – | – | ﹤0.01% | 259 |
|
|
2021
Q2 | $79K | Buy |
+10,000
| New | +$79K | 0.01% | 216 |
|
|
2018
Q1 | – | Sell |
-551
| Closed | -$5K | – | 568 |
|
|
2017
Q4 | $5K | Buy |
+551
| New | +$5K | ﹤0.01% | 1400 |
|