9258 Wealth Management’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $665K | Sell |
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|
2024
Q2 | $880K | Hold |
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|
2024
Q1 | $901K | Hold |
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|
2023
Q4 | $826K | Hold |
|
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|
2023
Q3 | $747K | Hold |
|
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|
2023
Q2 | $760K | Hold |
|
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|
2023
Q1 | $723K | Hold |
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|
2022
Q4 | $708K | Sell |
|
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|
2022
Q3 | $655K | Hold |
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|
2022
Q2 | $670K | Hold |
|
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|
2022
Q1 | $791K | Hold |
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|
2021
Q4 | $859K | Hold |
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|
2021
Q3 | $786K | Hold |
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|
2021
Q2 | $792K | Hold |
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|
2021
Q1 | $751K | Hold |
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|
2020
Q4 | $663K | Hold |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $533K | Hold |
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|
2020
Q1 | $478K | Sell |
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|
2019
Q4 | $635K | Buy |
|