YorkBridge Wealth Partners’s Barnes Group Inc. B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1K | – | 782 |
|
|
2018
Q4 | $1K | Sell |
20
-1,859
| -99% | -$93K | ﹤0.01% | 727 |
|
|
2018
Q3 | $132K | Sell |
1,879
-44
| -2% | -$3.09K | 0.06% | 238 |
|
|
2018
Q2 | $113K | Buy |
1,923
+70
| +4% | +$4.11K | 0.05% | 273 |
|
|
2018
Q1 | $112K | Buy |
1,853
+156
| +9% | +$9.43K | 0.05% | 280 |
|
|
2017
Q4 | $104K | Buy |
1,697
+146
| +9% | +$8.95K | 0.05% | 284 |
|
|
2017
Q3 | $109K | Buy |
1,551
+1,517
| +4,462% | +$107K | 0.06% | 257 |
|
|
2017
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 800 |
|
|
2017
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 790 |
|