SFM
Systematic Financial Management’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,496
| Closed | -$190K | – | 244 |
|
|
2023
Q1 | $190K | Buy |
+2,496
| New | +$190K | 0.01% | 244 |
|
|
2020
Q1 | – | Sell |
-484
| Closed | -$11K | – | 490 |
|
|
2019
Q4 | $11K | Hold |
484
| – | – | ﹤0.01% | 483 |
|
|
2019
Q3 | $13K | Sell |
484
-88,909
| -99% | -$2.39M | ﹤0.01% | 533 |
|
|
2019
Q2 | $2.36M | Sell |
89,393
-196,088
| -69% | -$5.18M | 0.09% | 179 |
|
|
2019
Q1 | $7.82M | Sell |
285,481
-678,309
| -70% | -$18.6M | 0.27% | 129 |
|
|
2018
Q4 | $21.4M | Buy |
963,790
+164,121
| +21% | +$3.64M | 0.66% | 23 |
|
|
2018
Q3 | $21.4M | Buy |
+799,669
| New | +$21.4M | 0.52% | 46 |
|