Regal Investment Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-70,500
| Closed | -$36.8K | – | 506 |
|
|
2025
Q1 | $36.8K | Hold |
70,500
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $89.5K | Sell |
70,500
-300
| -0.4% | -$381 | 0.01% | 457 |
|
|
2024
Q3 | $62.1K | Buy |
70,800
+38,000
| +116% | +$33.4K | ﹤0.01% | 493 |
|
|
2024
Q2 | $38.4K | Sell |
32,800
-500
| -2% | -$585 | ﹤0.01% | 568 |
|
|
2024
Q1 | $61.6K | Sell |
33,300
-800
| -2% | -$1.48K | ﹤0.01% | 568 |
|
|
2023
Q4 | $298K | Sell |
34,100
-100
| -0.3% | -$875 | 0.02% | 421 |
|
|
2023
Q3 | $379K | Sell |
34,200
-2,300
| -6% | -$25.5K | 0.03% | 341 |
|
|
2023
Q2 | $245K | Hold |
36,500
| – | – | 0.02% | 435 |
|
|
2023
Q1 | $150K | Buy |
36,500
+11,500
| +46% | +$47.4K | 0.01% | 486 |
|
|
2022
Q4 | $96.5K | Buy |
25,000
+4,100
| +20% | +$15.8K | 0.01% | 470 |
|
|
2022
Q3 | $82K | Buy |
20,900
+200
| +1% | +$785 | 0.01% | 459 |
|
|
2022
Q2 | $132K | Buy |
20,700
+3,500
| +20% | +$22.3K | 0.01% | 473 |
|
|
2022
Q1 | $176K | Buy |
17,200
+100
| +0.6% | +$1.02K | 0.02% | 509 |
|
|
2021
Q4 | $276K | Hold |
17,100
| – | – | 0.02% | 447 |
|
|
2021
Q3 | $312K | Buy |
17,100
+3,000
| +21% | +$54.7K | 0.03% | 413 |
|
|
2021
Q2 | $510K | Buy |
+14,100
| New | +$510K | 0.05% | 325 |
|
|
2021
Q1 | – | Sell |
-10,400
| Closed | -$254K | – | 436 |
|
|
2020
Q4 | $254K | Buy |
+10,400
| New | +$254K | 0.03% | 396 |
|
|
2020
Q3 | – | Sell |
-12,400
| Closed | -$315K | – | 305 |
|
|
2020
Q2 | $315K | Buy |
+12,400
| New | +$315K | 0.06% | 238 |
|
|
2020
Q1 | – | Sell |
-12,400
| Closed | -$474K | – | 313 |
|
|
2019
Q4 | $474K | Sell |
12,400
-700
| -5% | -$26.8K | 0.09% | 198 |
|
|
2019
Q3 | $495K | Buy |
13,100
+3,000
| +30% | +$113K | 0.1% | 192 |
|
|
2019
Q2 | $193K | Buy |
+10,100
| New | +$193K | 0.04% | 299 |
|
|
2019
Q1 | – | Sell |
-9,950
| Closed | -$384K | – | 361 |
|
|
2018
Q4 | $384K | Buy |
+9,950
| New | +$384K | 0.08% | 206 |
|