WAOI
Wealth Advisors of Iowa’s B&G Foods BGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26,261
| Closed | -$708K | – | 57 |
|
|
2022
Q2 | $708K | Hold |
26,261
| – | – | 0.12% | 53 |
|
|
2022
Q1 | $708K | Buy |
26,261
+7,899
| +43% | +$213K | 0.35% | 27 |
|
|
2021
Q4 | $564K | Buy |
18,362
+726
| +4% | +$22.3K | 0.31% | 29 |
|
|
2021
Q3 | $527K | Buy |
17,636
+2,606
| +17% | +$77.9K | 0.29% | 29 |
|
|
2021
Q2 | $493K | Buy |
15,030
+4,580
| +44% | +$150K | 0.26% | 30 |
|
|
2021
Q1 | $325K | Buy |
+10,450
| New | +$325K | 0.18% | 38 |
|