WealthPLAN Partners’s Main Sector Rotation ETF SECT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-320,140
| Closed | -$18.6M | – | 263 |
|
|
2025
Q2 | $18.6M | Buy |
320,140
+7,109
| +2% | +$376K | 2.99% | 3 |
|
|
2025
Q1 | $16M | Buy |
313,031
+7,903
| +3% | +$434K | 2.25% | 6 |
|
|
2024
Q4 | $16.8M | Buy |
305,128
+19,424
| +7% | +$1.08M | 2.38% | 6 |
|
|
2024
Q3 | $15.4M | Buy |
285,704
+1,395
| +0.5% | +$72.4K | 2.06% | 9 |
|
|
2024
Q2 | $14.5M | Buy |
284,309
+4,178
| +1% | +$208K | 1.56% | 16 |
|
|
2024
Q1 | $14.1M | Sell |
280,131
-219
| -0.1% | -$10.5K | 1.46% | 14 |
|
|
2023
Q4 | $13.1M | Buy |
280,350
+5,853
| +2% | +$255K | 1.34% | 13 |
|
|
2023
Q3 | $11.6M | Sell |
274,497
-117
| -0% | -$5.08K | 1.34% | 13 |
|
|
2023
Q2 | $11.8M | Buy |
274,614
+6,821
| +3% | +$281K | 1.67% | 10 |
|
|
2023
Q1 | $10.9M | Buy |
267,793
+671
| +0.3% | +$27.2K | 1.24% | 15 |
|
|
2022
Q4 | $11.2M | Buy |
+267,122
| New | +$10.4M | 0.79% | 48 |
|
|
2022
Q1 | $10.3M | Buy |
264,561
+732
| +0.3% | +$31K | 0.72% | 52 |
|
|
2021
Q4 | $11.2M | Sell |
263,829
-494
| -0.2% | -$21.5K | 0.73% | 49 |
|
|
2021
Q3 | $11.8M | Sell |
264,323
-1,295
| -0.5% | -$53.8K | 0.78% | 47 |
|
|
2021
Q2 | $11.2M | Buy |
265,618
+41,726
| +19% | +$1.67M | 0.79% | 48 |
|
|
2021
Q1 | $8.91M | Buy |
223,892
+47,339
| +27% | +$1.76M | 0.69% | 55 |
|
|
2020
Q4 | $6.56M | Buy |
176,553
+18,407
| +12% | +$606K | 0.56% | 60 |
|
|
2020
Q3 | $5.13M | Buy |
158,146
+44,446
| +39% | +$1.35M | 0.5% | 61 |
|
|
2020
Q2 | $3.52M | Buy |
113,700
+37,150
| +49% | +$991K | 0.36% | 68 |
|
|
2020
Q1 | $2M | Buy |
76,550
+49,374
| +182% | +$1.41M | 0.26% | 81 |
|
|
2019
Q4 | $856K | Sell |
27,176
-693
| -2% | -$20.8K | 0.1% | 119 |
|
|
2019
Q3 | $840K | Sell |
27,869
-283
| -1% | -$8.18K | 0.11% | 118 |
|
|
2019
Q2 | $809K | Sell |
28,152
-1,213
| -4% | -$34.3K | 0.12% | 120 |
|
|
2019
Q1 | $820K | Buy |
29,365
+4,680
| +19% | +$125K | 0.13% | 122 |
|
|
2018
Q4 | $673K | Buy |
24,685
+9,351
| +61% | +$248K | 0.11% | 126 |
|
|
2018
Q3 | $401K | Buy |
+15,334
| New | +$442K | 0.07% | 164 |
|
Other funds holding SECT
BCI
PFM
CW
IWC
GM
MFS
MM