Waverly Advisors’s Baker Hughes BHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-6,170
| Closed | -$369K | – | 228 |
|
2017
Q1 | $369K | Buy |
+6,170
| New | +$369K | 0.1% | 157 |
|
2015
Q4 | – | Sell |
-90
| Closed | -$5K | – | 448 |
|
2015
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 380 |
|
2015
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 306 |
|
2015
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 296 |
|
2014
Q4 | $5K | Sell |
90
-80
| -47% | -$4.44K | ﹤0.01% | 374 |
|
2014
Q3 | $11K | Hold |
170
| – | – | 0.01% | 468 |
|
2014
Q2 | $13K | Hold |
170
| – | – | 0.01% | 401 |
|
2014
Q1 | $11K | Hold |
170
| – | – | 0.01% | 414 |
|
2013
Q4 | $9K | Buy |
170
+80
| +89% | +$4.24K | ﹤0.01% | 577 |
|
2013
Q3 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 514 |
|