WMR
Wealth Management Resources’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,010
| Closed | -$547K | – | 48 |
|
|
2023
Q1 | $547K | Buy |
13,010
+12
| +0.1% | +$505 | 0.34% | 30 |
|
|
2022
Q4 | $557K | Buy |
12,998
+5,074
| +64% | +$217K | 0.36% | 31 |
|
|
2022
Q3 | $311K | Hold |
7,924
| – | – | 0.21% | 34 |
|
|
2022
Q2 | $311K | Sell |
7,924
-608
| -7% | -$23.9K | 0.19% | 35 |
|
|
2022
Q1 | $406K | Sell |
8,532
-1,594
| -16% | -$75.9K | 0.28% | 34 |
|
|
2021
Q4 | $4.14M | Buy |
+10,126
| New | +$4.14M | 2.67% | 15 |
|