9258 Wealth Management’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $665K | Sell |
9,275
-4,000
| -30% | -$287K | 0.1% | 169 |
|
|
2024
Q2 | $880K | Hold |
13,275
| – | – | 0.14% | 131 |
|
|
2024
Q1 | $901K | Hold |
13,275
| – | – | 0.14% | 135 |
|
|
2023
Q4 | $826K | Hold |
13,275
| – | – | 0.15% | 135 |
|
|
2023
Q3 | $747K | Hold |
13,275
| – | – | 0.15% | 130 |
|
|
2023
Q2 | $760K | Hold |
13,275
| – | – | 0.14% | 133 |
|
|
2023
Q1 | $723K | Hold |
13,275
| – | – | 0.15% | 134 |
|
|
2022
Q4 | $708K | Sell |
13,275
-50
| -0.4% | -$2.67K | 0.15% | 128 |
|
|
2022
Q3 | $655K | Hold |
13,325
| – | – | 0.17% | 127 |
|
|
2022
Q2 | $670K | Hold |
13,325
| – | – | 0.17% | 142 |
|
|
2022
Q1 | $791K | Hold |
13,325
| – | – | 0.18% | 137 |
|
|
2021
Q4 | $859K | Hold |
13,325
| – | – | 0.2% | 126 |
|
|
2021
Q3 | $786K | Hold |
13,325
| – | – | 0.21% | 119 |
|
|
2021
Q2 | $792K | Hold |
13,325
| – | – | 0.21% | 115 |
|
|
2021
Q1 | $751K | Hold |
13,325
| – | – | 0.23% | 113 |
|
|
2020
Q4 | $663K | Hold |
13,325
| – | – | 0.22% | 120 |
|
|
2020
Q3 | $564K | Sell |
13,325
-275
| -2% | -$11.6K | 0.21% | 122 |
|
|
2020
Q2 | $533K | Hold |
13,600
| – | – | 0.22% | 130 |
|
|
2020
Q1 | $478K | Sell |
13,600
-1,250
| -8% | -$43.9K | 0.21% | 129 |
|
|
2019
Q4 | $635K | Buy |
+14,850
| New | +$635K | 0.23% | 121 |
|