West Financial Advisors’s Best Buy BBY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-500
| Closed | -$34.7K | – | 162 |
|
2023
Q3 | $34.7K | Hold |
500
| – | – | 0.01% | 89 |
|
2023
Q2 | $41K | Hold |
500
| – | – | 0.01% | 86 |
|
2023
Q1 | $39.1K | Sell |
500
-339
| -40% | -$26.5K | 0.01% | 83 |
|
2022
Q4 | $67.3K | Buy |
839
+14
| +2% | +$1.12K | 0.02% | 70 |
|
2022
Q3 | $52K | Buy |
825
+4
| +0.5% | +$252 | 0.02% | 99 |
|
2022
Q2 | $54K | Buy |
821
+9
| +1% | +$592 | 0.02% | 94 |
|
2022
Q1 | $74K | Buy |
812
+8
| +1% | +$729 | 0.02% | 90 |
|
2021
Q4 | $82K | Buy |
804
+6
| +0.8% | +$612 | 0.02% | 93 |
|
2021
Q3 | $84K | Buy |
798
+509
| +176% | +$53.6K | 0.02% | 85 |
|
2021
Q2 | $33K | Buy |
289
+4
| +1% | +$457 | 0.01% | 101 |
|
2021
Q1 | $33K | Buy |
285
+14
| +5% | +$1.62K | 0.01% | 101 |
|
2020
Q4 | $27K | Buy |
+271
| New | +$27K | 0.01% | 102 |
|