Valeo Financial Advisors’s BJs Wholesale Club BJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-108
| Closed | -$5K | – | 604 |
|
|
2021
Q1 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 1452 |
|
|
2020
Q3 | – | Sell |
-466
| Closed | -$17K | – | 1588 |
|
|
2020
Q2 | $17K | Hold |
466
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q1 | $12K | Hold |
466
| – | – | ﹤0.01% | 979 |
|
|
2019
Q4 | $11K | Buy |
466
+390
| +513% | +$9.21K | ﹤0.01% | 1061 |
|
|
2019
Q3 | $2K | Buy |
76
+8
| +12% | +$211 | ﹤0.01% | 1349 |
|
|
2019
Q2 | $2K | Buy |
68
+11
| +19% | +$324 | ﹤0.01% | 1377 |
|
|
2019
Q1 | $2K | Buy |
57
+5
| +10% | +$175 | ﹤0.01% | 1328 |
|
|
2018
Q4 | $1K | Buy |
52
+16
| +44% | +$308 | ﹤0.01% | 1353 |
|
|
2018
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1576 |
|