WealthPLAN Partners’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,482
| Closed | -$349K | – | 874 |
|
|
2023
Q2 | $349K | Hold |
3,482
| – | – | 0.05% | 231 |
|
|
2023
Q1 | $349K | Sell |
3,482
-1,312
| -27% | -$131K | 0.04% | 235 |
|
|
2022
Q4 | $481K | Buy |
+4,794
| New | +$481K | 0.03% | 259 |
|
|
2022
Q1 | $314K | Hold |
3,139
| – | – | 0.02% | 310 |
|
|
2021
Q4 | $314K | Hold |
3,139
| – | – | 0.02% | 310 |
|
|
2021
Q3 | $314K | Buy |
+3,139
| New | +$314K | 0.02% | 304 |
|