WMR
Wealth Management Resources’s Global X Millennial Consumer ETF MILN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,448
| Closed | -$311K | – | 42 |
|
|
2023
Q1 | $311K | Buy |
10,448
+18
| +0.2% | +$536 | 0.19% | 40 |
|
|
2022
Q4 | $272K | Sell |
10,430
-1
| -0% | -$26 | 0.18% | 42 |
|
|
2022
Q3 | $267K | Hold |
10,431
| – | – | 0.18% | 39 |
|
|
2022
Q2 | $271K | Hold |
10,431
| – | – | 0.17% | 39 |
|
|
2022
Q1 | $380K | Sell |
10,431
-655
| -6% | -$23.9K | 0.26% | 36 |
|
|
2021
Q4 | $472K | Buy |
+11,086
| New | +$472K | 0.3% | 35 |
|