WealthPlan Investment Management’s Main Sector Rotation ETF SECT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-267,182
Closed -$11.2M 549
2022
Q4
$11.2M Buy
267,182
+6,228
+2% +$261K 0.78% 47
2022
Q3
$10.3M Buy
+260,954
New +$10.3M 0.75% 47
2022
Q1
$10.3M Buy
+264,561
New +$10.3M 0.72% 52