BFA
BBJS Financial Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.12M | Buy |
56,095
+418
| +0.8% | +$45.6K | 2.18% | 14 |
|
|
2024
Q2 | $5.76M | Sell |
55,677
-33
| -0.1% | -$3.41K | 2.15% | 14 |
|
|
2024
Q1 | $6.03M | Sell |
55,710
-8,779
| -14% | -$951K | 2.15% | 14 |
|
|
2023
Q4 | $6.52M | Buy |
64,489
+839
| +1% | +$84.9K | 2.27% | 13 |
|
|
2023
Q3 | $5.77M | Sell |
63,650
-1,573
| -2% | -$143K | 2.19% | 13 |
|
|
2023
Q2 | $6.12M | Buy |
65,223
+134
| +0.2% | +$12.6K | 2.45% | 12 |
|
|
2023
Q1 | $6.03M | Sell |
65,089
-10,958
| -14% | -$1.01M | 2.46% | 12 |
|
|
2022
Q4 | $6.93M | Buy |
+76,047
| New | +$6.93M | 3.12% | 9 |
|