BSW
Buckingham Strategic Wealth’s Inspire 100 ETF BIBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.4M | Sell |
194,714
-6,401
| -3% | -$243K | 0.08% | 114 |
|
|
2024
Q1 | $7.83M | Buy |
201,115
+2,186
| +1% | +$85.1K | 0.08% | 110 |
|
|
2023
Q4 | $6.94M | Buy |
198,929
+78
| +0% | +$2.72K | 0.08% | 117 |
|
|
2023
Q3 | $6.22M | Buy |
198,851
+2,589
| +1% | +$80.9K | 0.09% | 117 |
|
|
2023
Q2 | $6.46M | Buy |
196,262
+33,530
| +21% | +$1.1M | 0.09% | 113 |
|
|
2023
Q1 | $4.87M | Hold |
162,732
| – | – | 0.09% | 114 |
|
|
2022
Q4 | $4.87M | Buy |
162,732
+24,557
| +18% | +$735K | 0.09% | 114 |
|
|
2022
Q3 | $3.83M | Buy |
138,175
+35,648
| +35% | +$989K | 0.08% | 121 |
|
|
2022
Q2 | $2.99M | Sell |
102,527
-15,381
| -13% | -$448K | 0.06% | 141 |
|
|
2022
Q1 | $4.26M | Sell |
117,908
-1,958
| -2% | -$70.7K | 0.08% | 117 |
|
|
2021
Q4 | $4.72M | Buy |
119,866
+31,914
| +36% | +$1.26M | 0.09% | 109 |
|
|
2021
Q3 | $3.74M | Buy |
87,952
+19,458
| +28% | +$827K | 0.08% | 123 |
|
|
2021
Q2 | $2.92M | Buy |
68,494
+41,333
| +152% | +$1.76M | 0.07% | 143 |
|
|
2021
Q1 | $1.06M | Buy |
+27,161
| New | +$1.06M | 0.05% | 227 |
|