Petix & Botte Financial’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-23,440
| Closed | -$298K | – | 124 |
|
2024
Q3 | $298K | Hold |
23,440
| – | – | 0.08% | 98 |
|
2024
Q2 | $283K | Buy |
23,440
+11,720
| +100% | +$141K | 0.08% | 101 |
|
2024
Q1 | $137K | Sell |
11,720
-11,720
| -50% | -$137K | 0.03% | 140 |
|
2023
Q4 | $243K | Sell |
23,440
-5,438
| -19% | -$56.4K | 0.07% | 109 |
|
2023
Q3 | $277K | Sell |
28,878
-11,842
| -29% | -$113K | 0.09% | 99 |
|
2023
Q2 | $401K | Buy |
40,720
+20,360
| +100% | +$200K | 0.12% | 79 |
|
2023
Q1 | $181K | Buy |
+20,360
| New | +$181K | 0.12% | 76 |
|