WealthPLAN Partners’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $84.9K | Sell |
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|
2025
Q1 | $119K | Buy |
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|
2024
Q4 | $87.1K | Sell |
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|
2024
Q3 | $93.3K | Sell |
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|
2024
Q2 | $152K | Buy |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $5.71M | Buy |
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|
2023
Q2 | $4.26M | Sell |
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|
2023
Q1 | $6.36M | Sell |
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|
2022
Q4 | $15.3M | Buy |
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|
2022
Q1 | $18.9M | Buy |
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|
2021
Q4 | $1.73M | Buy |
|