KWB Wealth’s Global X Uranium ETF URA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,537
Closed -$443K 166
2025
Q1
$443K Buy
16,537
+5,447
+49% +$146K 0.05% 102
2024
Q4
$317K Sell
11,090
-3,323
-23% -$95.1K 0.04% 116
2024
Q3
$417K Buy
14,413
+821
+6% +$23.8K 0.05% 90
2024
Q2
$392K Hold
13,592
0.05% 94
2024
Q1
$392K Buy
13,592
+1,184
+10% +$34.1K 0.05% 94
2023
Q4
$344K Buy
+12,408
New +$344K 0.05% 97