Taylor & Morgan Wealth Management’s BlackRock Total Return ETF BRTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
45,551
+500
| +1% | +$25.3K | 1.55% | 15 |
|
|
2025
Q1 | $2.27M | Buy |
45,051
+4
| +0% | +$201 | 1.71% | 14 |
|
|
2024
Q4 | $2.22M | Buy |
45,047
+2,609
| +6% | +$129K | 1.56% | 15 |
|
|
2024
Q3 | $2.22M | Buy |
42,438
+3,885
| +10% | +$203K | 1.49% | 15 |
|
|
2024
Q2 | $1.93M | Buy |
38,553
+17,446
| +83% | +$875K | 1.37% | 15 |
|
|
2024
Q1 | $1.07M | Buy |
+21,107
| New | +$1.07M | 0.78% | 22 |
|