Cyndeo Wealth Partners’s Global X Uranium ETF URA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.8M Buy
406,091
+12,275
+3% +$476K 0.93% 26
2025
Q1
$9.03M Buy
393,816
+13,717
+4% +$314K 0.59% 44
2024
Q4
$10.2M Buy
380,099
+5,368
+1% +$144K 0.69% 34
2024
Q3
$10.7M Buy
374,731
+80,369
+27% +$2.3M 0.75% 30
2024
Q2
$8.52M Buy
294,362
+25,455
+9% +$737K 0.67% 35
2024
Q1
$7.75M Sell
268,907
-31,643
-11% -$912K 0.64% 38
2023
Q4
$8.32M Sell
300,550
-35,826
-11% -$992K 0.77% 27
2023
Q3
$9.1M Sell
336,376
-1,077
-0.3% -$29.1K 0.95% 23
2023
Q2
$7.32M Buy
337,453
+39,325
+13% +$853K 0.77% 36
2023
Q1
$5.94M Buy
+298,128
New +$5.94M 0.64% 45