Vishria Bird Financial Group’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
14,274
+2,500
| +21% | +$134K | 0.25% | 40 |
|
|
2025
Q1 | $575K | Sell |
11,774
-1,998
| -15% | -$97.6K | 0.2% | 47 |
|
|
2024
Q4 | $726K | Buy |
13,772
+802
| +6% | +$42.3K | 0.25% | 42 |
|
|
2024
Q3 | $679K | Buy |
12,970
+4,500
| +53% | +$236K | 0.26% | 42 |
|
|
2024
Q2 | $429K | Buy |
8,470
+1,870
| +28% | +$94.7K | 0.18% | 46 |
|
|
2024
Q1 | $319K | Hold |
6,600
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $300K | Hold |
6,600
| – | – | 0.14% | 51 |
|
|
2023
Q3 | $274K | Buy |
6,600
+600
| +10% | +$24.9K | 0.16% | 47 |
|
|
2023
Q2 | $257K | Hold |
6,000
| – | – | 0.15% | 52 |
|
|
2023
Q1 | $234K | Hold |
6,000
| – | – | 0.15% | 52 |
|
|
2022
Q4 | $211K | Hold |
6,000
| – | – | 0.15% | 57 |
|
|
2022
Q3 | $201K | Sell |
6,000
-1,506
| -20% | -$50.5K | 0.14% | 54 |
|
|
2022
Q2 | $264K | Buy |
+7,506
| New | +$264K | 0.18% | 44 |
|