SOA Wealth Advisors’s iShares International Developed Property ETF WPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,952
| Closed | -$51K | – | 863 |
|
|
2024
Q2 | $51K | Sell |
1,952
-1,727
| -47% | -$47.3K | 0.01% | 303 |
|
|
2024
Q1 | $104K | Buy |
3,679
+12
| +0.3% | +$329 | 0.02% | 240 |
|
|
2023
Q4 | $105K | Sell |
3,667
-80
| -2% | -$2.07K | 0.02% | 231 |
|
|
2023
Q3 | $93.9K | Sell |
3,747
-1,001
| -21% | -$26.4K | 0.02% | 232 |
|
|
2023
Q2 | $124K | Sell |
4,748
-1,505
| -24% | -$40.6K | 0.03% | 213 |
|
|
2023
Q1 | $168K | Buy |
6,253
+136
| +2% | +$3.81K | 0.04% | 172 |
|
|
2022
Q4 | $167K | Buy |
6,117
+62
| +1% | +$1.62K | 0.05% | 165 |
|
|
2022
Q3 | $150K | Sell |
6,055
-291
| -5% | -$8.43K | 0.05% | 167 |
|
|
2022
Q2 | $185K | Sell |
6,346
-2,897
| -31% | -$93.3K | 0.05% | 151 |
|
|
2022
Q1 | $327K | Sell |
9,243
-1,674
| -15% | -$59.5K | 0.08% | 128 |
|
|
2021
Q4 | $406K | Sell |
10,917
-1,375
| -11% | -$51.6K | 0.1% | 108 |
|
|
2021
Q3 | $455K | Sell |
12,292
-761
| -6% | -$29.7K | 0.12% | 106 |
|
|
2021
Q2 | $499K | Sell |
13,053
-6,374
| -33% | -$244K | 0.13% | 102 |
|
|
2021
Q1 | $703K | Hold |
19,427
| – | – | 0.2% | 77 |
|
|
2020
Q4 | $694K | Buy |
+19,427
| New | +$650K | 0.19% | 72 |
|
SOA Wealth Advisors's WPS Position: Q3 2024 in Review
SOA Wealth Advisors sold out of iShares International Developed Property ETF (WPS) in Q3 2024, closing a stake of 1,952 shares — an estimated $51K sold.
SOA Wealth Advisors first reported a position in WPS in Q4 2020 and held it in 15 quarters. The position peaked at $703K in Q1 2021. 0 funds tracked by Wall St. Rank hold WPS as of Q3 2024.
- SOA Wealth Advisors reported no remaining iShares International Developed Property ETF position as of Q3 2024 after selling out during the quarter.
- SOA Wealth Advisors sold 1,952 iShares International Developed Property ETF shares in Q3 2024, an estimated $51K.
- SOA Wealth Advisors first reported a position in iShares International Developed Property ETF in Q4 2020 and held it in 15 quarters.
- SOA Wealth Advisors's iShares International Developed Property ETF position peaked at $703K in Q1 2021.
- 0 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q3 2024.
Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.