VWA
V Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,905
| Closed | -$291K | – | 318 |
|
|
2019
Q4 | $291K | Hold |
1,905
| – | – | 0.1% | 204 |
|
|
2019
Q3 | $291K | Sell |
1,905
-16
| -0.8% | -$2.44K | 0.1% | 205 |
|
|
2019
Q2 | $295K | Sell |
1,921
-48
| -2% | -$7.37K | 0.11% | 190 |
|
|
2019
Q1 | $251K | Buy |
+1,969
| New | +$251K | 0.1% | 203 |
|