SMFS
Squar Milner Financial Services’s Barron's 400 ETF BFOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$42K | – | 763 |
|
|
2019
Q4 | $42K | Buy |
+1,000
| New | +$42K | 0.02% | 427 |
|
|
2019
Q3 | – | Sell |
-7,097
| Closed | -$287K | – | 268 |
|
|
2019
Q2 | $287K | Sell |
7,097
-501
| -7% | -$20.3K | 0.19% | 123 |
|
|
2019
Q1 | $304K | Sell |
7,598
-10,143
| -57% | -$406K | 0.22% | 110 |
|
|
2018
Q4 | $629K | Buy |
17,741
+210
| +1% | +$7.45K | 0.6% | 31 |
|
|
2018
Q3 | $789K | Buy |
17,531
+2
| +0% | +$90 | 0.71% | 24 |
|
|
2018
Q2 | $762K | Sell |
17,529
-4
| -0% | -$174 | 0.67% | 30 |
|
|
2018
Q1 | $730K | Buy |
17,533
+612
| +4% | +$25.5K | 0.92% | 25 |
|
|
2017
Q4 | $743K | Buy |
+16,921
| New | +$743K | 0.9% | 27 |
|