YorkBridge Wealth Partners’s AB InBev BUD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,696
| Closed | -$467K | – | 161 |
|
|
2019
Q4 | $467K | Buy |
5,696
+1,009
| +22% | +$82.7K | 0.21% | 111 |
|
|
2019
Q3 | $446K | Buy |
4,687
+261
| +6% | +$24.8K | 0.22% | 106 |
|
|
2019
Q2 | $392K | Buy |
4,426
+762
| +21% | +$67.5K | 0.17% | 116 |
|
|
2019
Q1 | $308K | Buy |
3,664
+677
| +23% | +$56.9K | 0.14% | 131 |
|
|
2018
Q4 | $197K | Sell |
2,987
-277
| -8% | -$18.3K | 0.1% | 151 |
|
|
2018
Q3 | $282K | Buy |
3,264
+105
| +3% | +$9.07K | 0.13% | 140 |
|
|
2018
Q2 | $318K | Buy |
3,159
+450
| +17% | +$45.3K | 0.14% | 140 |
|
|
2018
Q1 | $285K | Buy |
2,709
+238
| +10% | +$25K | 0.13% | 148 |
|
|
2017
Q4 | $264K | Buy |
2,471
+279
| +13% | +$29.8K | 0.13% | 153 |
|
|
2017
Q3 | $262K | Sell |
2,192
-145
| -6% | -$17.3K | 0.14% | 146 |
|
|
2017
Q2 | $258K | Sell |
2,337
-1,002
| -30% | -$111K | 0.14% | 143 |
|
|
2017
Q1 | $375K | Buy |
3,339
+1,170
| +54% | +$131K | 0.2% | 106 |
|
|
2016
Q4 | $225K | Buy |
+2,169
| New | +$225K | 0.13% | 146 |
|