Citadel Advisors’s LifeGoal Wealth Builder ETF WLTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,017
Closed -$132K 6898
2022
Q4
$132K Buy
16,017
+3,746
+31% +$30.8K ﹤0.01% 4896
2022
Q3
$95K Sell
12,271
-4,019
-25% -$31.1K ﹤0.01% 5137
2022
Q2
$136K Buy
+16,290
New +$136K ﹤0.01% 5158