WealthPLAN Partners’s RH Tactical Rotation ETF RHRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,170
| Closed | -$160K | – | 258 |
|
|
2024
Q3 | $160K | Hold |
10,170
| – | – | 0.02% | 251 |
|
|
2024
Q2 | $160K | Sell |
10,170
-213
| -2% | -$3.34K | 0.02% | 290 |
|
|
2024
Q1 | $151K | Sell |
10,383
-1,735
| -14% | -$25.3K | 0.02% | 295 |
|
|
2023
Q4 | $156K | Sell |
12,118
-732
| -6% | -$9.45K | 0.02% | 310 |
|
|
2023
Q3 | $156K | Sell |
12,850
-32
| -0.2% | -$388 | 0.02% | 304 |
|
|
2023
Q2 | $162K | Sell |
12,882
-156
| -1% | -$1.96K | 0.02% | 326 |
|
|
2023
Q1 | $155K | Hold |
13,038
| – | – | 0.02% | 350 |
|
|
2022
Q4 | $157K | Buy |
+13,038
| New | +$157K | 0.01% | 377 |
|
|
2022
Q1 | $164K | Sell |
13,310
-1,233
| -8% | -$15.2K | 0.01% | 370 |
|
|
2021
Q4 | $200K | Buy |
+14,543
| New | +$200K | 0.01% | 368 |
|