WealthPLAN Partners’s BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF XSVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-83,978
| Closed | -$3.95M | – | 314 |
|
|
2024
Q2 | $3.95M | Sell |
83,978
-3,936
| -4% | -$185K | 0.42% | 68 |
|
|
2024
Q1 | $4.17M | Buy |
87,914
+10,713
| +14% | +$509K | 0.43% | 75 |
|
|
2023
Q4 | $3.73M | Buy |
77,201
+988
| +1% | +$47.8K | 0.38% | 80 |
|
|
2023
Q3 | $3.51M | Buy |
76,213
+24,744
| +48% | +$1.14M | 0.41% | 69 |
|
|
2023
Q2 | $2.49M | Sell |
51,469
-17,720
| -26% | -$857K | 0.35% | 76 |
|
|
2023
Q1 | $3.44M | Sell |
69,189
-44,681
| -39% | -$2.22M | 0.39% | 65 |
|
|
2022
Q4 | $5.54M | Buy |
+113,870
| New | +$5.54M | 0.39% | 67 |
|