WealthPLAN Partners’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9K | Sell |
10,799
-5,251
| -33% | -$41.3K | 0.01% | 253 |
|
|
2025
Q1 | $119K | Buy |
16,050
+4,844
| +43% | +$35.9K | 0.02% | 245 |
|
|
2024
Q4 | $87.1K | Sell |
11,206
-320
| -3% | -$2.49K | 0.01% | 238 |
|
|
2024
Q3 | $93.3K | Sell |
11,526
-7,854
| -41% | -$63.6K | 0.01% | 253 |
|
|
2024
Q2 | $152K | Buy |
19,380
+300
| +2% | +$2.36K | 0.02% | 291 |
|
|
2024
Q1 | $154K | Sell |
19,080
-776,959
| -98% | -$6.27M | 0.02% | 294 |
|
|
2023
Q4 | $6.07M | Buy |
796,039
+1,335
| +0.2% | +$10.2K | 0.62% | 52 |
|
|
2023
Q3 | $5.71M | Buy |
794,704
+244,350
| +44% | +$1.75M | 0.66% | 47 |
|
|
2023
Q2 | $4.26M | Sell |
550,354
-269,555
| -33% | -$2.09M | 0.6% | 41 |
|
|
2023
Q1 | $6.36M | Sell |
819,909
-1,099,709
| -57% | -$8.53M | 0.72% | 43 |
|
|
2022
Q4 | $15.3M | Buy |
+1,919,618
| New | +$15.3M | 1.07% | 32 |
|
|
2022
Q1 | $18.9M | Buy |
2,156,758
+1,969,474
| +1,052% | +$17.2M | 1.31% | 13 |
|
|
2021
Q4 | $1.73M | Buy |
+187,284
| New | +$1.73M | 0.11% | 132 |
|