PWM
Provident Wealth Management’s SonicShares Global Shipping ETF BOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-54,377
| Closed | -$1.63M | – | 111 |
|
|
2023
Q4 | $1.63M | Sell |
54,377
-1,323
| -2% | -$39.6K | 0.71% | 28 |
|
|
2023
Q3 | $1.56M | Sell |
55,700
-2,691
| -5% | -$75.3K | 0.76% | 27 |
|
|
2023
Q2 | $1.52M | Sell |
58,391
-2,234
| -4% | -$58.3K | 0.75% | 26 |
|
|
2023
Q1 | $1.85M | Buy |
60,625
+440
| +0.7% | +$13.4K | 0.94% | 25 |
|
|
2022
Q4 | $1.67M | Buy |
60,185
+3,164
| +6% | +$87.9K | 0.98% | 24 |
|
|
2022
Q3 | $1.36M | Buy |
57,021
+11,372
| +25% | +$272K | 0.82% | 26 |
|
|
2022
Q2 | $1.29M | Buy |
+45,649
| New | +$1.29M | 0.82% | 28 |
|