Spire Wealth Management’s WBI Power FactorTM High Dividend ETF WBIY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-139
| Closed | -$4.24K | – | 2402 |
|
|
2024
Q1 | $4.24K | Hold |
139
| – | – | ﹤0.01% | 1969 |
|
|
2023
Q4 | $3.91K | Hold |
139
| – | – | ﹤0.01% | 2016 |
|
|
2023
Q3 | $3.54K | Hold |
139
| – | – | ﹤0.01% | 2018 |
|
|
2023
Q2 | $3.61K | Hold |
139
| – | – | ﹤0.01% | 2079 |
|
|
2023
Q1 | $3.7K | Hold |
139
| – | – | ﹤0.01% | 2106 |
|
|
2022
Q4 | $4K | Hold |
139
| – | – | ﹤0.01% | 1929 |
|
|
2022
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 1899 |
|
|
2022
Q2 | $4K | Hold |
139
| – | – | ﹤0.01% | 2221 |
|
|
2022
Q1 | $4K | Hold |
139
| – | – | ﹤0.01% | 2301 |
|
|
2021
Q4 | $4K | Hold |
139
| – | – | ﹤0.01% | 2655 |
|
|
2021
Q3 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 2360 |
|