Walkner Condon Financial Advisors’s Global X Uranium ETF URA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Sell |
20,597
-126
| -0.6% | -$4.89K | 0.15% | 114 |
|
|
2025
Q1 | $475K | Buy |
20,723
+660
| +3% | +$15.1K | 0.1% | 161 |
|
|
2024
Q4 | $537K | Buy |
20,063
+135
| +0.7% | +$3.62K | 0.11% | 153 |
|
|
2024
Q3 | $570K | Buy |
19,928
+2,227
| +13% | +$63.7K | 0.12% | 141 |
|
|
2024
Q2 | $513K | Sell |
17,701
-4,858
| -22% | -$141K | 0.11% | 143 |
|
|
2024
Q1 | $650K | Buy |
22,559
+1,455
| +7% | +$41.9K | 0.14% | 128 |
|
|
2023
Q4 | $584K | Buy |
21,104
+7,660
| +57% | +$212K | 0.13% | 134 |
|
|
2023
Q3 | $364K | Buy |
+13,444
| New | +$364K | 0.1% | 161 |
|
|
2023
Q2 | – | Sell |
-12,120
| Closed | -$242K | – | 252 |
|
|
2023
Q1 | $242K | Buy |
12,120
+87
| +0.7% | +$1.73K | 0.07% | 204 |
|
|
2022
Q4 | $242K | Buy |
12,033
+730
| +6% | +$14.7K | 0.07% | 199 |
|
|
2022
Q3 | $224K | Buy |
+11,303
| New | +$224K | 0.07% | 197 |
|
|
2022
Q2 | – | Sell |
-8,540
| Closed | -$223K | – | 228 |
|
|
2022
Q1 | $223K | Buy |
+8,540
| New | +$223K | 0.06% | 201 |
|