WealthPLAN Partners’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.68M | Buy |
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|
2025
Q2 | $5.42M | Sell |
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|
2025
Q1 | $7.57M | Buy |
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|
2024
Q4 | $8.1M | Sell |
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|
2024
Q3 | $9.43M | Sell |
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|
2024
Q2 | $9.28M | Sell |
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|
2024
Q1 | $8.67M | Sell |
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|
2023
Q4 | $9.13M | Sell |
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|
2023
Q3 | $8.58M | Buy |
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|
2023
Q2 | $6.72M | Sell |
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|
2023
Q1 | $9.14M | Sell |
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q1 | $19.9M | Sell |
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|
2021
Q4 | $23.7M | Buy |
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|
2021
Q3 | $22.8M | Buy |
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|
2021
Q2 | $18.1M | Buy |
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