Maripau Wealth Management’s Affinity World Leaders Equity ETF WLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,937
| Closed | -$501K | – | 149 |
|
|
2024
Q4 | $501K | Buy |
16,937
+465
| +3% | +$13.8K | 0.3% | 73 |
|
|
2024
Q3 | $545K | Sell |
16,472
-667
| -4% | -$22.1K | 0.47% | 42 |
|
|
2024
Q2 | $527K | Buy |
17,139
+1,066
| +7% | +$32.8K | 0.36% | 65 |
|
|
2024
Q1 | $502K | Buy |
16,073
+759
| +5% | +$23.7K | 0.38% | 61 |
|
|
2023
Q4 | $419K | Buy |
+15,314
| New | +$419K | 0.36% | 55 |
|