Western Wealth Management’s Principal Investment Grade Corporate Active ETF IG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-158,773
| Closed | -$3.4M | – | 698 |
|
|
2024
Q3 | $3.4M | Buy |
+158,773
| New | +$3.4M | 0.19% | 100 |
|
|
2024
Q1 | – | Sell |
-188,973
| Closed | -$3.97M | – | 674 |
|
|
2023
Q4 | $3.97M | Buy |
188,973
+40,749
| +27% | +$855K | 0.29% | 78 |
|
|
2023
Q3 | $2.92M | Buy |
148,224
+17,427
| +13% | +$343K | 0.25% | 83 |
|
|
2023
Q2 | $2.69M | Buy |
130,797
+36,526
| +39% | +$751K | 0.23% | 90 |
|
|
2023
Q1 | $1.98M | Buy |
+94,271
| New | +$1.98M | 0.18% | 128 |
|