WealthPlan Investment Management’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,794
Closed -$481K 527
2022
Q4
$481K Buy
4,794
+302
+7% +$30.3K 0.03% 259
2022
Q3
$450K Buy
+4,492
New +$450K 0.03% 255
2022
Q1
$314K Buy
+3,139
New +$314K 0.02% 310