WMR
Wealth Management Resources’s SPDR S&P Kensho Future Security ETF FITE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,990
| Closed | -$275K | – | 41 |
|
2023
Q4 | $275K | Buy |
4,990
+1
| +0% | +$55 | 0.13% | 36 |
|
2023
Q3 | $234K | Buy |
4,989
+1
| +0% | +$47 | 0.11% | 39 |
|
2023
Q2 | $244K | Sell |
4,988
-2,417
| -33% | -$118K | 0.14% | 35 |
|
2023
Q1 | $344K | Buy |
7,405
+10
| +0.1% | +$464 | 0.21% | 37 |
|
2022
Q4 | $318K | Buy |
+7,395
| New | +$318K | 0.21% | 38 |
|