Horizons Wealth Management’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,673
| Closed | -$294K | – | 173 |
|
2024
Q2 | $294K | Sell |
10,673
-5,384
| -34% | -$148K | 0.23% | 51 |
|
2024
Q1 | $460K | Hold |
16,057
| – | – | 0.3% | 38 |
|
2023
Q4 | $460K | Buy |
16,057
+304
| +2% | +$8.71K | 0.3% | 38 |
|
2023
Q3 | $395K | Buy |
15,753
+218
| +1% | +$5.46K | 0.29% | 44 |
|
2023
Q2 | $405K | Sell |
15,535
-754
| -5% | -$19.6K | 0.29% | 42 |
|
2023
Q1 | $438K | Buy |
16,289
+87
| +0.5% | +$2.34K | 0.32% | 38 |
|
2022
Q4 | $444K | Buy |
16,202
+2,661
| +20% | +$72.9K | 0.36% | 35 |
|
2022
Q3 | $336K | Buy |
13,541
+168
| +1% | +$4.17K | 0.31% | 36 |
|
2022
Q2 | $410K | Buy |
+13,373
| New | +$410K | 0.34% | 33 |
|