WWA
WCG Wealth Advisors’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,573
| Closed | -$572K | – | 310 |
|
|
2024
Q2 | $572K | Sell |
12,573
-466
| -4% | -$21.2K | 0.04% | 231 |
|
|
2024
Q1 | $578K | Sell |
13,039
-7
| -0.1% | -$310 | 0.05% | 210 |
|
|
2023
Q4 | $548K | Buy |
13,046
+43
| +0.3% | +$1.81K | 0.04% | 242 |
|
|
2023
Q3 | $486K | Buy |
+13,003
| New | +$486K | 0.04% | 241 |
|