Wealth Enhancement Advisory Services’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
63,128
+4,736
| +8% | +$127K | ﹤0.01% | 1443 |
|
|
2025
Q1 | $1.39M | Sell |
58,392
-797
| -1% | -$19K | ﹤0.01% | 1430 |
|
|
2024
Q4 | $1.4M | Buy |
59,189
+19,696
| +50% | +$466K | ﹤0.01% | 1357 |
|
|
2024
Q3 | $1.01M | Buy |
39,493
+7,187
| +22% | +$183K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $801K | Sell |
32,306
-2,713
| -8% | -$67.2K | ﹤0.01% | 1380 |
|
|
2024
Q1 | $841K | Buy |
35,019
+212
| +0.6% | +$5.09K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $793K | Buy |
+34,807
| New | +$793K | ﹤0.01% | 1258 |
|