Wealth Architects’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15,422
| Closed | -$71K | – | 163 |
|
|
2020
Q3 | $71K | Hold |
15,422
| – | – | 0.02% | 145 |
|
|
2020
Q2 | $75K | Buy |
15,422
+32
| +0.2% | +$156 | 0.02% | 138 |
|
|
2020
Q1 | $64K | Buy |
15,390
+196
| +1% | +$815 | 0.02% | 124 |
|
|
2019
Q4 | $98K | Hold |
15,194
| – | – | 0.03% | 137 |
|
|
2019
Q3 | $80K | Buy |
+15,194
| New | +$80K | 0.02% | 132 |
|
|
2019
Q2 | – | Sell |
-15,194
| Closed | -$153K | – | 130 |
|
|
2019
Q1 | $153K | Hold |
15,194
| – | – | 0.05% | 134 |
|
|
2018
Q4 | $108K | Buy |
+15,194
| New | +$108K | 0.04% | 122 |
|