RWPA
Richard W. Paul & Associates’s Anfield Universal Fixed Income ETF AFIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,762
| Closed | -$79.7K | – | 499 |
|
|
2024
Q1 | $79.7K | Sell |
8,762
-36
| -0.4% | -$328 | 0.03% | 195 |
|
|
2023
Q4 | $79.5K | Sell |
8,798
-1,358
| -13% | -$12.3K | 0.03% | 201 |
|
|
2023
Q3 | $90.4K | Sell |
10,156
-143
| -1% | -$1.27K | 0.04% | 182 |
|
|
2023
Q2 | $90.6K | Hold |
10,299
| – | – | 0.04% | 194 |
|
|
2023
Q1 | $90.4K | Buy |
10,299
+2,169
| +27% | +$19K | 0.04% | 197 |
|
|
2022
Q4 | $71.1K | Buy |
+8,130
| New | +$71.1K | 0.04% | 207 |
|