TIAM2
Tru Independence Asset Management 2’s BJs Wholesale Club BJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,592
| Closed | -$642K | – | 100 |
|
|
2021
Q4 | $642K | Sell |
9,592
-5,914
| -38% | -$396K | 0.34% | 55 |
|
|
2021
Q3 | $852K | Sell |
15,506
-721
| -4% | -$39.6K | 0.6% | 33 |
|
|
2021
Q2 | $772K | Buy |
16,227
+405
| +3% | +$19.3K | 0.53% | 38 |
|
|
2021
Q1 | $710K | Buy |
15,822
+1,782
| +13% | +$80K | 0.56% | 42 |
|
|
2020
Q4 | $523K | Buy |
+14,040
| New | +$523K | 0.44% | 57 |
|