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Valmark Advisers’s Bentley Systems BSY Stock Holding History

Valmark Advisers’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.04M Sell
37,711
-11,087
-23% -$598K 0.03% 220
2025
Q1 		$1.92M Sell
48,798
-10,122
-17% -$398K 0.03% 214
2024
Q4 		$2.75M Buy
+58,920
New +$2.75M 0.04% 160