WealthPLAN Partners’s BondBloxx Bloomberg Two Year Target Duration US Treasury ETF XTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,672
| Closed | -$377K | – | 328 |
|
|
2024
Q1 | $377K | Sell |
7,672
-244
| -3% | -$12K | 0.04% | 229 |
|
|
2023
Q4 | $391K | Buy |
7,916
+42
| +0.5% | +$2.08K | 0.04% | 245 |
|
|
2023
Q3 | $385K | Buy |
7,874
+685
| +10% | +$33.5K | 0.04% | 237 |
|
|
2023
Q2 | $353K | Buy |
7,189
+2,575
| +56% | +$126K | 0.05% | 229 |
|
|
2023
Q1 | $230K | Buy |
+4,614
| New | +$230K | 0.03% | 284 |
|