WWM
IPO icon

WJ Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

WJ Wealth Management’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,300
Closed -$205K – 44
2021
Q1 		$205K Hold
3,300
– – 0.64% 42
2020
Q4 		$213K Buy
+3,300
New +$213K 0.66% 36