Truvvo Partners’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,235
| Closed | -$962K | – | 96 |
|
|
2017
Q4 | $962K | Hold |
10,235
| – | – | 0.33% | 67 |
|
|
2017
Q3 | $882K | Hold |
10,235
| – | – | 0.29% | 73 |
|
|
2017
Q2 | $789K | Buy |
10,235
+894
| +10% | +$68.9K | 0.29% | 77 |
|
|
2017
Q1 | $677K | Buy |
9,341
+2,838
| +44% | +$206K | 0.3% | 69 |
|
|
2016
Q4 | $455 | Buy |
+6,503
| New | +$455 | 0.16% | 100 |
|