True Wealth Design’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918 | Sell |
17
-2
| -11% | -$108 | ﹤0.01% | 1509 |
|
|
2025
Q1 | $748 | Buy |
19
+5
| +36% | +$197 | ﹤0.01% | 1383 |
|
|
2024
Q4 | $654 | Buy |
14
+1
| +8% | +$47 | ﹤0.01% | 1046 |
|
|
2024
Q3 | $661 | Buy |
13
+9
| +225% | +$458 | ﹤0.01% | 1048 |
|
|
2024
Q2 | $198 | Hold |
4
| – | – | ﹤0.01% | 747 |
|
|
2024
Q1 | $209 | Buy |
4
+2
| +100% | +$105 | ﹤0.01% | 737 |
|
|
2023
Q4 | $105 | Hold |
2
| – | – | ﹤0.01% | 737 |
|
|
2023
Q3 | $101 | Hold |
2
| – | – | ﹤0.01% | 715 |
|
|
2023
Q2 | $109 | Hold |
2
| – | – | ﹤0.01% | 715 |
|
|
2023
Q1 | $86 | Buy |
+2
| New | +$86 | ﹤0.01% | 802 |
|