Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-978
| Closed | -$33.4K | – | 1041 |
|
|
2023
Q2 | $33.4K | Hold |
978
| – | – | 0.01% | 418 |
|
|
2023
Q1 | $34K | Hold |
978
| – | – | 0.01% | 405 |
|
|
2022
Q4 | $33.6K | Buy |
+978
| New | +$33.6K | 0.01% | 446 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$26K | – | 264 |
|
|
2022
Q2 | $26K | Hold |
700
| – | – | 0.01% | 481 |
|
|
2022
Q1 | $27K | Buy |
+700
| New | +$27K | 0.01% | 565 |
|