Summit Wealth Partners’s TrueShares Structured Outcome July ETF JULZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $792K | Sell |
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $784K | Sell |
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|
2023
Q4 | $751K | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.51M | Hold |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $567K | Hold |
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|
2022
Q1 | $613K | Hold |
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|
2021
Q4 | $638K | Hold |
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|
2021
Q3 | $593K | Sell |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $631K | Sell |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $631K | Buy |
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