TA
TrueWealth Advisors’s Inspire International ETF WWJD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-18,373
| Closed | -$533K | – | 239 |
|
2024
Q4 | $533K | Buy |
18,373
+2,410
| +15% | +$69.9K | 0.18% | 107 |
|
2024
Q3 | $516K | Buy |
15,963
+4,388
| +38% | +$142K | 0.17% | 106 |
|
2024
Q2 | $341K | Buy |
11,575
+712
| +7% | +$21K | 0.13% | 132 |
|
2024
Q1 | $326K | Buy |
10,863
+423
| +4% | +$12.7K | 0.13% | 135 |
|
2023
Q4 | $308K | Sell |
10,440
-106
| -1% | -$3.13K | 0.12% | 139 |
|
2023
Q3 | $278K | Buy |
10,546
+682
| +7% | +$18K | 0.12% | 141 |
|
2023
Q2 | $274K | Buy |
+9,864
| New | +$274K | 0.11% | 144 |
|