Cassady Schiller Wealth Management’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.8K | Hold |
300
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $21.5K | Hold |
300
| – | – | 0.01% | 268 |
|
|
2024
Q2 | $19.9K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $20.4K | Hold |
300
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $18.7K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $16.9K | Hold |
300
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $17.2K | Hold |
300
| – | – | 0.01% | 293 |
|
|
2023
Q1 | $16.3K | Hold |
300
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 285 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$19K | – | 162 |
|
|
2021
Q4 | $19K | Buy |
+300
| New | +$19K | 0.01% | 272 |
|