Larson Financial Group’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Buy |
775
+63
| +9% | +$1.68K | ﹤0.01% | 1469 |
|
|
2025
Q1 | $17K | Buy |
712
+181
| +34% | +$4.31K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $12.6K | Buy |
531
+425
| +401% | +$10K | ﹤0.01% | 1398 |
|
|
2024
Q3 | $2.71K | Buy |
+106
| New | +$2.71K | ﹤0.01% | 1788 |
|
|
2024
Q2 | – | Sell |
-220
| Closed | -$5.28K | – | 2489 |
|
|
2024
Q1 | $5.28K | Hold |
220
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q4 | $5.01K | Hold |
220
| – | – | ﹤0.01% | 1181 |
|
|
2023
Q3 | $4.43K | Buy |
+220
| New | +$4.43K | ﹤0.01% | 1208 |
|