Cahill Financial Advisors’s iShares MSCI BIC ETF BKF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,186
| Closed | -$217K | – | 101 |
|
|
2014
Q4 | $217K | Sell |
6,186
-508
| -8% | -$17.8K | 0.17% | 98 |
|
|
2014
Q3 | $250K | Sell |
6,694
-4,969
| -43% | -$186K | 0.2% | 95 |
|
|
2014
Q2 | $450K | Sell |
11,663
-475
| -4% | -$18.3K | 0.35% | 67 |
|
|
2014
Q1 | $440K | Hold |
12,138
| – | – | 0.38% | 60 |
|
|
2013
Q4 | $458K | Buy |
+12,138
| New | +$458K | 0.4% | 63 |
|