AWA
Acorn Wealth Advisors’s Barron's 400 ETF BFOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,594
| Closed | -$233K | – | 124 |
|
|
2019
Q1 | $233K | Buy |
5,594
+102
| +2% | +$4.25K | 0.21% | 109 |
|
|
2018
Q4 | $207K | Sell |
5,492
-198
| -3% | -$7.46K | 0.21% | 107 |
|
|
2018
Q3 | $233K | Hold |
5,690
| – | – | 0.23% | 104 |
|
|
2018
Q2 | $247K | Hold |
5,690
| – | – | 0.21% | 95 |
|
|
2018
Q1 | $238K | Buy |
5,690
+272
| +5% | +$11.4K | 0.21% | 96 |
|
|
2017
Q4 | $229K | Buy |
+5,418
| New | +$229K | 0.21% | 91 |
|