GeoWealth Management’s Affinity World Leaders Equity ETF WLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.05M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $879K | Buy |
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