Avantax Advisory Services’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,695
| Closed | -$218K | – | 2138 |
|
|
2024
Q1 | $218K | Sell |
7,695
-286
| -4% | -$8.12K | ﹤0.01% | 1494 |
|
|
2023
Q4 | $229K | Sell |
7,981
-239
| -3% | -$6.85K | ﹤0.01% | 1395 |
|
|
2023
Q3 | $206K | Hold |
8,220
| – | – | ﹤0.01% | 1416 |
|
|
2023
Q2 | $215K | Sell |
8,220
-320
| -4% | -$8.36K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $230K | Buy |
8,540
+207
| +2% | +$5.57K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $228K | Buy |
8,333
+229
| +3% | +$6.27K | ﹤0.01% | 1245 |
|
|
2022
Q3 | $201K | Buy |
8,104
+34
| +0.4% | +$843 | ﹤0.01% | 1217 |
|
|
2022
Q2 | $236K | Buy |
8,070
+1,031
| +15% | +$30.2K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $251K | Buy |
7,039
+211
| +3% | +$7.52K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $254K | Sell |
6,828
-167
| -2% | -$6.21K | ﹤0.01% | 1062 |
|
|
2021
Q3 | $259K | Sell |
6,995
-243
| -3% | -$9K | ﹤0.01% | 988 |
|
|
2021
Q2 | $279K | Buy |
+7,238
| New | +$279K | 0.01% | 937 |
|
|
2021
Q1 | – | Sell |
-7,444
| Closed | -$266K | – | 1082 |
|
|
2020
Q4 | $266K | Sell |
7,444
-1,726
| -19% | -$61.7K | 0.01% | 777 |
|
|
2020
Q3 | $287K | Buy |
9,170
+1,622
| +21% | +$50.8K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $227K | Sell |
7,548
-100
| -1% | -$3.01K | 0.01% | 738 |
|
|
2020
Q1 | $213K | Sell |
7,648
-645
| -8% | -$18K | 0.01% | 702 |
|
|
2019
Q4 | $324K | Buy |
+8,293
| New | +$324K | 0.01% | 605 |
|