GWMIA
Global Wealth Management Investment Advisory’s Wrap Technologies WRAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-200
| Closed | -$620 | – | 445 |
|
2023
Q4 | $620 | Hold |
200
| – | – | ﹤0.01% | 440 |
|
2023
Q3 | $300 | Hold |
200
| – | – | ﹤0.01% | 452 |
|
2023
Q2 | $292 | Buy |
+200
| New | +$292 | ﹤0.01% | 451 |
|
2022
Q3 | – | Sell |
-200
| Closed | – | – | 483 |
|
2022
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 542 |
|
2022
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 481 |
|
2021
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
2021
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 454 |
|
2021
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
2021
Q1 | $1K | Buy |
200
+100
| +100% | +$500 | ﹤0.01% | 449 |
|
2020
Q4 | $0 | Buy |
+100
| New | – | ﹤0.01% | 518 |
|