Wealthspire Advisors (Maryland)’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-214
| Closed | -$27K | – | 631 |
|
|
2019
Q1 | $27K | Sell |
214
-58
| -21% | -$7.32K | ﹤0.01% | 1149 |
|
|
2018
Q4 | $30K | Buy |
272
+206
| +312% | +$22.7K | ﹤0.01% | 1049 |
|
|
2018
Q3 | $8K | Buy |
66
+17
| +35% | +$2.06K | ﹤0.01% | 1591 |
|
|
2018
Q2 | $5K | Sell |
49
-6
| -11% | -$612 | ﹤0.01% | 1769 |
|
|
2018
Q1 | $5K | Sell |
55
-4
| -7% | -$364 | ﹤0.01% | 1794 |
|
|
2017
Q4 | $6K | Buy |
59
+6
| +11% | +$610 | ﹤0.01% | 1761 |
|
|
2017
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 1783 |
|
|
2017
Q2 | $4K | Buy |
53
+3
| +6% | +$226 | ﹤0.01% | 1804 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1549 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 1409 |
|
|
2016
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1462 |
|
|
2016
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1421 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1434 |
|
|
2015
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1443 |
|