Wealth Enhancement Advisory Services’s TrueShares Structured Outcome July ETF JULZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,249
| Closed | -$812K | – | 3398 |
|
|
2025
Q1 | $812K | Sell |
20,249
-38,053
| -65% | -$1.53M | ﹤0.01% | 1710 |
|
|
2024
Q4 | $2.43M | Buy |
58,302
+33,062
| +131% | +$1.38M | ﹤0.01% | 1074 |
|
|
2024
Q3 | $1.07M | Buy |
+25,240
| New | +$1.07M | ﹤0.01% | 1349 |
|
|
2024
Q1 | – | Sell |
-67,526
| Closed | -$2.44M | – | 2420 |
|
|
2023
Q4 | $2.44M | Buy |
+67,526
| New | +$2.44M | 0.01% | 843 |
|