WCFA
Walkner Condon Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-20,595
| Closed | -$469K | – | 227 |
|
2022
Q2 | $469K | Sell |
20,595
-35
| -0.2% | -$797 | 0.15% | 125 |
|
2022
Q1 | $583K | Buy |
+20,630
| New | +$583K | 0.17% | 114 |
|
2021
Q4 | – | Sell |
-20,303
| Closed | -$481K | – | 162 |
|
2021
Q3 | $481K | Buy |
20,303
+1,109
| +6% | +$26.3K | 0.24% | 86 |
|
2021
Q2 | $464K | Buy |
19,194
+2,425
| +14% | +$58.6K | 0.17% | 105 |
|
2021
Q1 | $420K | Buy |
+16,769
| New | +$420K | 0.16% | 108 |
|