Wealthcare Advisory Partners’s Motley Fool 100 Index ETF TMFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,450
| Closed | -$270K | – | 862 |
|
2024
Q1 | $270K | Hold |
5,450
| – | – | 0.01% | 701 |
|
2023
Q4 | $243K | Hold |
5,450
| – | – | 0.01% | 665 |
|
2023
Q3 | $214K | Hold |
5,450
| – | – | 0.01% | 641 |
|
2023
Q2 | $222K | Buy |
+5,450
| New | +$222K | 0.01% | 643 |
|
2022
Q2 | – | Sell |
-5,450
| Closed | -$223K | – | 616 |
|
2022
Q1 | $223K | Hold |
5,450
| – | – | 0.01% | 493 |
|
2021
Q4 | $241K | Sell |
5,450
-1,425
| -21% | -$63K | 0.01% | 496 |
|
2021
Q3 | $274K | Hold |
6,875
| – | – | 0.02% | 442 |
|
2021
Q2 | $272K | Sell |
6,875
-250
| -4% | -$9.89K | 0.02% | 443 |
|
2021
Q1 | $254K | Sell |
7,125
-255
| -3% | -$9.09K | 0.02% | 433 |
|
2020
Q4 | $261K | Buy |
7,380
+125
| +2% | +$4.42K | 0.02% | 349 |
|
2020
Q3 | $231K | Buy |
+7,255
| New | +$231K | 0.03% | 310 |
|
2020
Q2 | – | Sell |
-5,450
| Closed | -$120K | – | 1250 |
|
2020
Q1 | $120K | Hold |
5,450
| – | – | 0.02% | 342 |
|
2019
Q4 | $136K | Hold |
5,450
| – | – | 0.02% | 345 |
|
2019
Q3 | $122K | Hold |
5,450
| – | – | 0.02% | 342 |
|
2019
Q2 | $121K | Hold |
5,450
| – | – | 0.02% | 345 |
|
2019
Q1 | $116K | Hold |
5,450
| – | – | 0.02% | 316 |
|
2018
Q4 | $102K | Hold |
5,450
| – | – | 0.02% | 306 |
|
2018
Q3 | $121K | Sell |
5,450
-50
| -0.9% | -$1.11K | 0.02% | 303 |
|
2018
Q2 | $111K | Buy |
+5,500
| New | +$111K | 0.02% | 311 |
|