WFWM
Wechter Feldman Wealth Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,403
| Closed | -$1.08M | – | 23 |
|
|
2019
Q4 | $1.08M | Sell |
11,403
-2,048
| -15% | -$194K | 0.72% | 18 |
|
|
2019
Q3 | $1.19M | Buy |
13,451
+1,385
| +11% | +$123K | 0.75% | 19 |
|
|
2019
Q2 | $1.04M | Sell |
12,066
-374
| -3% | -$32.2K | 0.69% | 19 |
|
|
2019
Q1 | $1.03M | Buy |
12,440
+3,855
| +45% | +$320K | 0.68% | 19 |
|
|
2018
Q4 | $626K | Buy |
8,585
+205
| +2% | +$14.9K | 0.6% | 20 |
|
|
2018
Q3 | $700K | Buy |
8,380
+3,358
| +67% | +$281K | 0.43% | 25 |
|
|
2018
Q2 | $390K | Buy |
+5,022
| New | +$390K | 0.27% | 26 |
|