Global Wealth Management Investment Advisory’s The Long-Term Care ETF OLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-68
| Closed | -$2K | – | 516 |
|
|
2021
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 418 |
|
|
2020
Q3 | – | Sell |
-338
| Closed | -$8K | – | 668 |
|
|
2020
Q2 | $8K | Hold |
338
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $7K | Hold |
338
| – | – | ﹤0.01% | 391 |
|
|
2019
Q4 | $10K | Hold |
338
| – | – | ﹤0.01% | 359 |
|
|
2019
Q3 | $10K | Buy |
+338
| New | +$10K | ﹤0.01% | 335 |
|