Visionary Wealth Advisors’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,200
| Closed | -$234K | – | 485 |
|
|
2023
Q4 | $234K | Sell |
40,200
-100
| -0.2% | -$582 | 0.02% | 435 |
|
|
2023
Q3 | $167K | Sell |
40,300
-500
| -1% | -$2.07K | 0.01% | 431 |
|
|
2023
Q2 | $172K | Sell |
40,800
-1,000
| -2% | -$4.22K | 0.01% | 437 |
|
|
2023
Q1 | $123K | Hold |
41,800
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $114K | Sell |
41,800
-9,400
| -18% | -$25.6K | 0.01% | 402 |
|
|
2022
Q3 | $219K | Sell |
51,200
-11,000
| -18% | -$47.1K | 0.02% | 354 |
|
|
2022
Q2 | $282K | Buy |
62,200
+18,000
| +41% | +$81.6K | 0.03% | 334 |
|
|
2022
Q1 | $312K | Buy |
44,200
+500
| +1% | +$3.53K | 0.03% | 320 |
|
|
2021
Q4 | $225K | Sell |
43,700
-19,700
| -31% | -$101K | 0.02% | 345 |
|
|
2021
Q3 | $399K | Buy |
63,400
+10,300
| +19% | +$64.8K | 0.04% | 213 |
|
|
2021
Q2 | $419K | Buy |
+53,100
| New | +$419K | 0.04% | 220 |
|