WWA
OWNS
WCG Wealth Advisors’s CCM Affordable Housing MBS ETF OWNS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
130,926
-211,511
| -62% | -$3.62M | 0.15% | 150 |
|
|
2025
Q1 | $5.87M | Buy |
342,437
+4,733
| +1% | +$81.2K | 0.45% | 74 |
|
|
2024
Q4 | $5.7M | Buy |
337,704
+29,493
| +10% | +$498K | 0.38% | 82 |
|
|
2024
Q3 | $5.42M | Sell |
308,211
-34,254
| -10% | -$602K | 0.37% | 84 |
|
|
2024
Q2 | $5.76M | Buy |
+342,465
| New | +$5.76M | 0.43% | 71 |
|
|
2024
Q1 | – | Sell |
-238,754
| Closed | -$4.12M | – | 294 |
|
|
2023
Q4 | $4.12M | Buy |
238,754
+5,896
| +3% | +$102K | 0.3% | 81 |
|
|
2023
Q3 | $4.51M | Buy |
232,858
+10,777
| +5% | +$209K | 0.33% | 72 |
|
|
2023
Q2 | $3.8M | Buy |
+222,081
| New | +$3.8M | 0.44% | 54 |
|