WealthPLAN Partners’s ALPS Equal Sector Weight ETF EQL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-150
| Closed | -$5.22K | – | 546 |
|
|
2023
Q2 | $5.22K | Hold |
150
| – | – | ﹤0.01% | 901 |
|
|
2023
Q1 | $4.98K | Buy |
+150
| New | +$4.98K | ﹤0.01% | 1003 |
|
|
2016
Q3 | – | Sell |
-750
| Closed | -$14 | – | 991 |
|
|
2016
Q2 | $14 | Buy |
+750
| New | +$14 | ﹤0.01% | 2504 |
|
|
2015
Q4 | $136 | Buy |
+7,500
| New | +$136 | ﹤0.01% | 1629 |
|
|
2015
Q2 | $146K | Sell |
7,800
-58,827
| -88% | -$1.1M | 0.06% | 104 |
|
|
2015
Q1 | $1.26M | Buy |
+66,627
| New | +$1.26M | 0.59% | 37 |
|