BFG
Barber Financial Group’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-33,580
| Closed | -$3.18M | – | 150 |
|
2019
Q4 | $3.18M | Sell |
33,580
-7,584
| -18% | -$718K | 0.64% | 39 |
|
2019
Q3 | $3.65M | Sell |
41,164
-91,329
| -69% | -$8.11M | 0.78% | 31 |
|
2019
Q2 | $11.4M | Buy |
+132,493
| New | +$11.4M | 2.67% | 11 |
|