WealthPLAN Partners’s Defiance Hotel, Airline, and Cruise ETF CRUZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1.87M Sell
2023
Q3
$1.74M Sell
2023
Q2
$2.14M Sell
2023
Q1
$1.81M Sell
2022
Q4
$1.99M Buy
2022
Q1
$1.15M Buy
2021
Q4
$880K Buy