Cassady Schiller Wealth Management’s Barron's 400 ETF BFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.8K | Hold |
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|
2024
Q3 | $21.5K | Hold |
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|
2024
Q2 | $19.9K | Hold |
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|
2024
Q1 | $20.4K | Hold |
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|
2023
Q4 | $18.7K | Hold |
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|
2023
Q3 | $16.9K | Hold |
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|
2023
Q2 | $17.2K | Hold |
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|
2023
Q1 | $16.3K | Hold |
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|
2022
Q4 | $16K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $19K | Buy |
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