WKWM
Walter & Keenan Wealth Management’s Hull Tactical US ETF HTUS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-15,000
| Closed | -$407K | – | 181 |
|
2017
Q4 | $407K | Hold |
15,000
| – | – | 0.17% | 107 |
|
2017
Q3 | $413K | Sell |
15,000
-2,000
| -12% | -$55.1K | 0.19% | 98 |
|
2017
Q2 | $464K | Hold |
17,000
| – | – | 0.23% | 90 |
|
2017
Q1 | $457K | Hold |
17,000
| – | – | 0.24% | 88 |
|
2016
Q4 | $438K | Buy |
17,000
+4,000
| +31% | +$103K | 0.23% | 89 |
|
2016
Q3 | $342K | Buy |
+13,000
| New | +$342K | 0.19% | 101 |
|