Squar Milner Financial Services’s Affinity World Leaders Equity ETF WLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,230
| Closed | -$106K | – | 752 |
|
|
2020
Q1 | $106K | Hold |
6,230
| – | – | 0.06% | 246 |
|
|
2019
Q4 | $148K | Buy |
+6,230
| New | +$148K | 0.07% | 252 |
|
|
2019
Q2 | – | Sell |
-6,230
| Closed | -$139K | – | 896 |
|
|
2019
Q1 | $139K | Hold |
6,230
| – | – | 0.1% | 216 |
|
|
2018
Q4 | $125K | Hold |
6,230
| – | – | 0.12% | 195 |
|
|
2018
Q3 | $154K | Hold |
6,230
| – | – | 0.14% | 190 |
|
|
2018
Q2 | $146K | Buy |
+6,230
| New | +$146K | 0.13% | 202 |
|