Tolleson Wealth Management’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,934
| Closed | -$202K | – | 104 |
|
|
2024
Q3 | $202K | Buy |
+1,934
| New | +$202K | 0.04% | 82 |
|
|
2021
Q4 | – | Sell |
-1,915
| Closed | -$202K | – | 72 |
|
|
2021
Q3 | $202K | Sell |
1,915
-212
| -10% | -$22.4K | 0.06% | 66 |
|
|
2021
Q2 | $245K | Hold |
2,127
| – | – | 0.07% | 67 |
|
|
2021
Q1 | $246K | Hold |
2,127
| – | – | 0.07% | 68 |
|
|
2020
Q4 | $212K | Hold |
2,127
| – | – | 0.07% | 64 |
|
|
2020
Q3 | $237K | Buy |
+2,127
| New | +$237K | 0.1% | 56 |
|