Phillips Financial Management’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-781
| Closed | -$20.4K | – | 284 |
|
|
2024
Q2 | $20.4K | Hold |
781
| – | – | ﹤0.01% | 238 |
|
|
2024
Q1 | $22.2K | Sell |
781
-714
| -48% | -$20.3K | ﹤0.01% | 226 |
|
|
2023
Q4 | $42.9K | Hold |
1,495
| – | – | ﹤0.01% | 198 |
|
|
2023
Q3 | $37.4K | Hold |
1,495
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $39K | Hold |
1,495
| – | – | ﹤0.01% | 195 |
|
|
2023
Q1 | $40.2K | Hold |
1,495
| – | – | ﹤0.01% | 198 |
|
|
2022
Q4 | $40.9K | Hold |
1,495
| – | – | ﹤0.01% | 186 |
|
|
2022
Q3 | $37K | Buy |
+1,495
| New | +$37K | ﹤0.01% | 181 |
|