Western Wealth Management’s The Long-Term Care ETF OLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,688
| Closed | -$343K | – | 461 |
|
|
2020
Q2 | $343K | Sell |
14,688
-346
| -2% | -$8.08K | 0.06% | 288 |
|
|
2020
Q1 | $296K | Hold |
15,034
| – | – | 0.07% | 274 |
|
|
2019
Q4 | $460K | Sell |
15,034
-53
| -0.4% | -$1.62K | 0.07% | 239 |
|
|
2019
Q3 | $464K | Sell |
15,087
-1,269
| -8% | -$39K | 0.1% | 226 |
|
|
2019
Q2 | $473K | Sell |
16,356
-4,468
| -21% | -$129K | 0.06% | 231 |
|
|
2019
Q1 | $579K | Sell |
20,824
-115
| -0.5% | -$3.2K | 0.13% | 185 |
|
|
2018
Q4 | $526K | Buy |
+20,939
| New | +$526K | 0.14% | 170 |
|