Avantax Advisory Services’s Inspire International ETF WWJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,121
| Closed | -$269K | – | 2207 |
|
|
2024
Q2 | $269K | Sell |
9,121
-1,251
| -12% | -$36.9K | ﹤0.01% | 1767 |
|
|
2024
Q1 | $311K | Hold |
10,372
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q4 | $306K | Buy |
10,372
+51
| +0.5% | +$1.51K | ﹤0.01% | 1224 |
|
|
2023
Q3 | $272K | Sell |
10,321
-1,191
| -10% | -$31.4K | ﹤0.01% | 1252 |
|
|
2023
Q2 | $320K | Sell |
11,512
-214
| -2% | -$5.95K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $325K | Sell |
11,726
-34
| -0.3% | -$941 | ﹤0.01% | 1109 |
|
|
2022
Q4 | $307K | Sell |
11,760
-3,133
| -21% | -$81.7K | ﹤0.01% | 1094 |
|
|
2022
Q3 | $330K | Sell |
14,893
-421
| -3% | -$9.33K | 0.01% | 959 |
|
|
2022
Q2 | $381K | Buy |
15,314
+11
| +0.1% | +$274 | 0.01% | 900 |
|
|
2022
Q1 | $453K | Buy |
15,303
+6,866
| +81% | +$203K | 0.01% | 824 |
|
|
2021
Q4 | $263K | Sell |
8,437
-379
| -4% | -$11.8K | ﹤0.01% | 1041 |
|
|
2021
Q3 | $300K | Buy |
8,816
+630
| +8% | +$21.4K | 0.01% | 929 |
|
|
2021
Q2 | $286K | Sell |
8,186
-8,201
| -50% | -$287K | 0.01% | 925 |
|
|
2021
Q1 | $536K | Buy |
16,387
+154
| +0.9% | +$5.04K | 0.01% | 599 |
|
|
2020
Q4 | $503K | Buy |
16,233
+982
| +6% | +$30.4K | 0.01% | 555 |
|
|
2020
Q3 | $388K | Buy |
15,251
+1,057
| +7% | +$26.9K | 0.01% | 905 |
|
|
2020
Q2 | $338K | Buy |
+14,194
| New | +$338K | 0.01% | 596 |
|