Concourse Financial Group Securities’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
Q2 | – | Hold |
0
| – | – | – | 10507 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10134 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10142 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9952 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 9743 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 9507 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 9102 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8503 |
|