Independent Wealth Network’s Main Sector Rotation ETF SECT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.18M | Sell |
20,313
-439
| -2% | -$25.5K | 0.43% | 55 |
|
2025
Q1 | $1.06M | Sell |
20,752
-1,586
| -7% | -$81K | 0.42% | 63 |
|
2024
Q4 | $1.23M | Buy |
22,338
+1,701
| +8% | +$93.5K | 0.5% | 52 |
|
2024
Q3 | $1.11M | Buy |
20,637
+1,684
| +9% | +$90.5K | 0.49% | 46 |
|
2024
Q2 | $968K | Buy |
18,953
+62
| +0.3% | +$3.17K | 0.45% | 55 |
|
2024
Q1 | $952K | Buy |
18,891
+774
| +4% | +$39K | 0.45% | 53 |
|
2023
Q4 | $843K | Sell |
18,117
-890
| -5% | -$41.4K | 0.44% | 57 |
|
2023
Q3 | $800K | Sell |
19,007
-809
| -4% | -$34.1K | 0.49% | 49 |
|
2023
Q2 | $854K | Buy |
19,816
+1,678
| +9% | +$72.3K | 0.51% | 46 |
|
2023
Q1 | $736K | Sell |
18,138
-186
| -1% | -$7.55K | 0.47% | 47 |
|
2022
Q4 | $711K | Sell |
18,324
-658
| -3% | -$25.5K | 0.49% | 45 |
|
2022
Q3 | $675K | Buy |
18,982
+1,310
| +7% | +$46.6K | 0.53% | 44 |
|
2022
Q2 | $643K | Sell |
17,672
-463
| -3% | -$16.8K | 0.46% | 53 |
|
2022
Q1 | $772K | Sell |
18,135
-7,455
| -29% | -$317K | 0.49% | 50 |
|
2021
Q4 | $1.15M | Buy |
25,590
+5,385
| +27% | +$242K | 0.71% | 31 |
|
2021
Q3 | $892K | Buy |
+20,205
| New | +$892K | 0.58% | 42 |
|