IFP Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$1.27K | – | 4729 |
|
|
2024
Q4 | $1.27K | Hold |
1,000
| – | – | ﹤0.01% | 3230 |
|
|
2024
Q3 | $878 | Hold |
1,000
| – | – | ﹤0.01% | 3094 |
|
|
2024
Q2 | $1.17K | Buy |
+1,000
| New | +$1.17K | ﹤0.01% | 2959 |
|
|
2023
Q4 | – | Sell |
-290
| Closed | -$3.21K | – | 3370 |
|
|
2023
Q3 | $3.21K | Buy |
+290
| New | +$3.21K | ﹤0.01% | 2680 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$11.3K | – | 3594 |
|
|
2023
Q1 | $11.3K | Sell |
300
-535
| -64% | -$20.2K | ﹤0.01% | 2239 |
|
|
2022
Q4 | $32K | Sell |
835
-600
| -42% | -$23K | ﹤0.01% | 2561 |
|
|
2022
Q3 | $55K | Hold |
1,435
| – | – | ﹤0.01% | 2300 |
|
|
2022
Q2 | $55K | Hold |
1,435
| – | – | ﹤0.01% | 2106 |
|
|
2022
Q1 | $55K | Buy |
1,435
+735
| +105% | +$28.2K | ﹤0.01% | 2106 |
|
|
2021
Q4 | $11K | Hold |
700
| – | – | ﹤0.01% | 2157 |
|
|
2021
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 2161 |
|
|
2021
Q2 | $25K | Sell |
700
-50
| -7% | -$1.79K | ﹤0.01% | 1837 |
|
|
2021
Q1 | $24K | Hold |
750
| – | – | ﹤0.01% | 1777 |
|
|
2020
Q4 | $18K | Hold |
750
| – | – | ﹤0.01% | 1841 |
|
|
2020
Q3 | $15K | Hold |
750
| – | – | ﹤0.01% | 1763 |
|
|
2020
Q2 | $18K | Sell |
750
-38
| -5% | -$912 | ﹤0.01% | 1598 |
|
|
2020
Q1 | $14K | Hold |
788
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q4 | $29K | Hold |
788
| – | – | ﹤0.01% | 1472 |
|
|
2019
Q3 | $29K | Buy |
+788
| New | +$29K | ﹤0.01% | 1607 |
|
|
2019
Q1 | – | Sell |
-462
| Closed | -$19K | – | 3453 |
|
|
2018
Q4 | $19K | Buy |
462
+156
| +51% | +$6.42K | ﹤0.01% | 2150 |
|
|
2018
Q3 | $22K | Buy |
306
+25
| +9% | +$1.8K | ﹤0.01% | 2391 |
|
|
2018
Q2 | $28K | Buy |
281
+191
| +212% | +$19K | ﹤0.01% | 2252 |
|
|
2018
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 3300 |
|
|
2017
Q4 | $4K | Sell |
90
-65
| -42% | -$2.89K | ﹤0.01% | 3299 |
|
|
2017
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 3207 |
|
|
2017
Q2 | $5K | Sell |
155
-122
| -44% | -$3.94K | ﹤0.01% | 3405 |
|
|
2017
Q1 | $4K | Sell |
277
-600
| -68% | -$8.66K | ﹤0.01% | 3414 |
|
|
2016
Q4 | $10K | Buy |
877
+505
| +136% | +$5.76K | ﹤0.01% | 2900 |
|
|
2016
Q3 | $4K | Buy |
372
+122
| +49% | +$1.31K | ﹤0.01% | 3354 |
|
|
2016
Q2 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 3370 |
|
|
2016
Q1 | – | Sell |
-1,750
| Closed | -$40K | – | 3481 |
|
|
2015
Q4 | $40K | Buy |
+1,750
| New | +$40K | ﹤0.01% | 1741 |
|