BWP
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Bernardo Wealth Planning’s iShares US Infrastructure ETF IFRA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-56,899
Closed -$2.06M 93
2022
Q4
$2.06M Buy
56,899
+6,096
+12% +$221K 0.96% 23
2022
Q3
$1.72M Buy
50,803
+3,373
+7% +$114K 0.97% 22
2022
Q2
$1.61M Buy
+47,430
New +$1.61M 0.92% 22