HNWA
Henrickson Nauta Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,117
| Closed | -$278K | – | 84 |
|
2024
Q4 | $278K | Sell |
1,117
-9
| -0.8% | -$2.24K | 0.11% | 64 |
|
2024
Q3 | $271K | Buy |
+1,126
| New | +$271K | 0.11% | 64 |
|
2022
Q1 | – | Sell |
-24
| Closed | -$5K | – | 288 |
|
2021
Q4 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 201 |
|