BFA
BMS Financial Advisors’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $219K | Sell |
875
-419
| -32% | -$105K | 0.14% | 109 |
|
|
2023
Q1 | $315K | Sell |
1,294
-121
| -9% | -$29.5K | 0.22% | 93 |
|
|
2022
Q4 | $312K | Buy |
1,415
+30
| +2% | +$6.61K | 0.21% | 78 |
|
|
2022
Q3 | $250K | Sell |
1,385
-37
| -3% | -$6.68K | 0.18% | 94 |
|
|
2022
Q2 | $259K | Sell |
1,422
-17
| -1% | -$3.1K | 0.17% | 84 |
|
|
2022
Q1 | $301K | Buy |
1,439
+61
| +4% | +$12.8K | 0.19% | 90 |
|
|
2021
Q4 | $340K | Buy |
+1,378
| New | +$340K | 0.22% | 81 |
|