9WM
9258 Wealth Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $890K | Hold |
28,066
| – | – | 0.13% | 130 |
|
|
2024
Q2 | $826K | Hold |
28,066
| – | – | 0.13% | 136 |
|
|
2024
Q1 | $851K | Hold |
28,066
| – | – | 0.13% | 139 |
|
|
2023
Q4 | $781K | Hold |
28,066
| – | – | 0.14% | 140 |
|
|
2023
Q3 | $734K | Hold |
28,066
| – | – | 0.14% | 135 |
|
|
2023
Q2 | $750K | Hold |
28,066
| – | – | 0.14% | 135 |
|
|
2023
Q1 | $720K | Hold |
28,066
| – | – | 0.15% | 135 |
|
|
2022
Q4 | $642K | Sell |
28,066
-7,286
| -21% | -$167K | 0.14% | 140 |
|
|
2022
Q3 | $787K | Hold |
35,352
| – | – | 0.2% | 112 |
|
|
2022
Q2 | $815K | Sell |
35,352
-5,568
| -14% | -$128K | 0.21% | 112 |
|
|
2022
Q1 | $1.19M | Hold |
40,920
| – | – | 0.28% | 80 |
|
|
2021
Q4 | $1.31M | Buy |
+40,920
| New | +$1.31M | 0.3% | 69 |
|