Western Wealth Management’s IQ Ultra Short Duration ETF ULTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,722
| Closed | -$1.94M | – | 676 |
|
|
2023
Q2 | $1.94M | Sell |
40,722
-9,152
| -18% | -$437K | 0.17% | 133 |
|
|
2023
Q1 | $2.37M | Sell |
49,874
-28,069
| -36% | -$1.33M | 0.22% | 106 |
|
|
2022
Q4 | $3.7M | Sell |
77,943
-21,765
| -22% | -$1.03M | 0.38% | 53 |
|
|
2022
Q3 | $4.72M | Buy |
+99,708
| New | +$4.72M | 0.27% | 82 |
|