MWM
Mission Wealth Management’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
36,824
+708
| +2% | +$37.9K | 0.04% | 204 |
|
|
2025
Q1 | $1.76M | Buy |
36,116
+2,223
| +7% | +$109K | 0.04% | 198 |
|
|
2024
Q4 | $1.79M | Sell |
33,893
-2,170
| -6% | -$114K | 0.04% | 190 |
|
|
2024
Q3 | $1.89M | Sell |
36,063
-547
| -1% | -$28.6K | 0.05% | 177 |
|
|
2024
Q2 | $1.85M | Buy |
36,610
+693
| +2% | +$35.1K | 0.05% | 171 |
|
|
2024
Q1 | $1.74M | Buy |
35,917
+2,175
| +6% | +$105K | 0.05% | 191 |
|
|
2023
Q4 | $1.53M | Hold |
33,742
| – | – | 0.05% | 175 |
|
|
2023
Q3 | $1.4M | Sell |
33,742
-10,570
| -24% | -$438K | 0.05% | 169 |
|
|
2023
Q2 | $1.9M | Buy |
44,312
+597
| +1% | +$25.5K | 0.07% | 136 |
|
|
2023
Q1 | $1.7M | Buy |
43,715
+2,808
| +7% | +$109K | 0.07% | 143 |
|
|
2022
Q4 | $1.44M | Sell |
40,907
-15,097
| -27% | -$532K | 0.07% | 147 |
|
|
2022
Q3 | $1.87M | Buy |
56,004
+9,143
| +20% | +$306K | 0.1% | 112 |
|
|
2022
Q2 | $1.65M | Buy |
46,861
+19,530
| +71% | +$686K | 0.09% | 121 |
|
|
2022
Q1 | $1.14M | Buy |
27,331
+10,413
| +62% | +$433K | 0.05% | 166 |
|
|
2021
Q4 | $731K | Buy |
16,918
+8,395
| +98% | +$363K | 0.03% | 224 |
|
|
2021
Q3 | $322K | Buy |
8,523
+1,947
| +30% | +$73.6K | 0.02% | 375 |
|
|
2021
Q2 | $248K | Buy |
+6,576
| New | +$248K | 0.01% | 422 |
|