WealthBridge Capital Management’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
10,526
+350
| +3% | +$28.5K | 0.22% | 83 |
|
|
2025
Q1 | $667K | Buy |
10,176
+65
| +0.6% | +$4.26K | 0.19% | 95 |
|
|
2024
Q4 | $733K | Sell |
10,111
-1,046
| -9% | -$75.8K | 0.2% | 84 |
|
|
2024
Q3 | $787K | Buy |
11,157
+264
| +2% | +$18.6K | 0.22% | 80 |
|
|
2024
Q2 | $758K | Buy |
10,893
+475
| +5% | +$33.1K | 0.25% | 75 |
|
|
2024
Q1 | $645K | Buy |
10,418
+2,377
| +30% | +$147K | 0.22% | 81 |
|
|
2023
Q4 | $412K | Buy |
+8,041
| New | +$412K | 0.15% | 103 |
|
|
2022
Q4 | – | Sell |
-7,829
| Closed | -$295K | – | 212 |
|
|
2022
Q3 | $295K | Hold |
7,829
| – | – | 0.13% | 147 |
|
|
2022
Q2 | $295K | Sell |
7,829
-9,080
| -54% | -$342K | 0.13% | 147 |
|
|
2022
Q1 | $874K | Buy |
16,909
+2,242
| +15% | +$116K | 0.33% | 68 |
|
|
2021
Q4 | $924K | Sell |
14,667
-1,171
| -7% | -$73.8K | 0.34% | 62 |
|
|
2021
Q3 | $904K | Sell |
15,838
-238
| -1% | -$13.6K | 0.34% | 60 |
|
|
2021
Q2 | $925K | Buy |
16,076
+803
| +5% | +$46.2K | 0.34% | 63 |
|
|
2021
Q1 | $770K | Buy |
15,273
+1,713
| +13% | +$86.4K | 0.31% | 70 |
|
|
2020
Q4 | $682K | Buy |
13,560
+6,031
| +80% | +$303K | 0.3% | 72 |
|
|
2020
Q3 | $325K | Buy |
+7,529
| New | +$325K | 0.17% | 98 |
|