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 |
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|
2025
Q2 | $18.6M | Buy |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $16.8M | Buy |
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|
2024
Q3 | $15.4M | Buy |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $14.1M | Sell |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $11.6M | Sell |
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|
2023
Q2 | $11.8M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $11.2M | Sell |
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|
2021
Q3 | $11.8M | Sell |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $8.91M | Buy |
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|
2020
Q4 | $6.56M | Buy |
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|
2020
Q3 | $5.13M | Buy |
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|
2020
Q2 | $3.52M | Buy |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $856K | Sell |
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|
2019
Q3 | $840K | Sell |
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|
2019
Q2 | $809K | Sell |
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|
2019
Q1 | $820K | Buy |
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|
2018
Q4 | $673K | Buy |
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|
2018
Q3 | $401K | Buy |
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