TrueWealth LLC’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-445
| Closed | -$12K | – | 752 |
|
|
2019
Q2 | $12K | Hold |
445
| – | – | 0.01% | 443 |
|
|
2019
Q1 | $12K | Hold |
445
| – | – | 0.01% | 439 |
|
|
2018
Q4 | $12K | Sell |
445
-235
| -35% | -$6.34K | 0.01% | 420 |
|
|
2018
Q3 | $42K | Hold |
680
| – | – | 0.02% | 292 |
|
|
2018
Q2 | $22K | Buy |
+680
| New | +$22K | 0.01% | 378 |
|