BFG
Beacon Financial Group’s iShares S&P 100 ETF OEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
6,885
-749
| -10% | -$228K | 0.22% | 110 |
|
|
2025
Q1 | $2.07M | Buy |
7,634
+1,482
| +24% | +$401K | 0.23% | 105 |
|
|
2024
Q4 | $1.78M | Buy |
6,152
+174
| +3% | +$50.3K | 0.19% | 120 |
|
|
2024
Q3 | $1.65M | Buy |
5,978
+592
| +11% | +$164K | 0.18% | 131 |
|
|
2024
Q2 | $1.42M | Buy |
5,386
+374
| +7% | +$98.8K | 0.16% | 135 |
|
|
2024
Q1 | $1.24M | Sell |
5,012
-672
| -12% | -$166K | 0.14% | 140 |
|
|
2023
Q4 | $1.27M | Buy |
+5,684
| New | +$1.27M | 0.15% | 140 |
|