Retirement Group’s ELEMENTS ETN MSTR Wide Moat FC TR WMW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-399
| Closed | -$17K | – | 811 |
|
|
2021
Q1 | $17K | Hold |
399
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $15K | Buy |
+399
| New | +$15K | 0.01% | 391 |
|
|
2020
Q3 | – | Sell |
-812
| Closed | -$24K | – | 744 |
|
|
2020
Q2 | $24K | Buy |
+812
| New | +$24K | 0.01% | 302 |
|
|
2019
Q4 | $28K | Buy |
+827
| New | +$28K | 0.02% | 289 |
|