WealthPLAN Partners’s Main Thematic Innovation ETF TMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $876K | Buy |
|
|||||
|
2025
Q1 | $657K | Buy |
|
|||||
|
2024
Q4 | $752K | Buy |
|
|||||
|
2024
Q3 | $637K | Buy |
|
|||||
|
2024
Q2 | $604K | Buy |
|
|||||
|
2024
Q1 | $613K | Sell |
|
|||||
|
2023
Q4 | $574K | Buy |
|
|||||
|
2023
Q3 | $447K | Buy |
|
|||||
|
2023
Q2 | $480K | Buy |
|
|||||
|
2023
Q1 | $436K | Buy |
|
|||||
|
2022
Q4 | $436K | Buy |
|
|||||
|
2022
Q1 | $329K | Buy |
|
|||||
|
2021
Q4 | $379K | Buy |
|
|||||
|
2021
Q3 | $438K | Buy |
|
|||||
|
2021
Q2 | $430K | Buy |
|
|||||
|
2021
Q1 | $343K | Buy |
|