WealthCare Investment Partners’s SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,558
| Closed | -$227K | – | 130 |
|
|
2023
Q1 | $227K | Sell |
6,558
-3,586
| -35% | -$124K | 0.14% | 112 |
|
|
2022
Q4 | $331K | Sell |
10,144
-11,906
| -54% | -$389K | 0.23% | 83 |
|
|
2022
Q3 | $710K | Sell |
22,050
-5,366
| -20% | -$173K | 0.59% | 47 |
|
|
2022
Q2 | $878K | Sell |
27,416
-10,617
| -28% | -$340K | 0.75% | 42 |
|
|
2022
Q1 | $1.49M | Sell |
38,033
-17,338
| -31% | -$680K | 1.33% | 19 |
|
|
2021
Q4 | $2.52M | Buy |
+55,371
| New | +$2.52M | 2.43% | 5 |
|