GWMIA
Global Wealth Management Investment Advisory’s SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$2.68K | – | 368 |
|
|
2023
Q4 | $2.68K | Hold |
60
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $2.36K | Hold |
60
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $2.63K | Buy |
+60
| New | +$2.63K | ﹤0.01% | 372 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$2K | – | 400 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 420 |
|
|
2020
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 402 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 527 |
|