WR Wealth Planners’s iShares Virtual Work and Life Multisector ETF IWFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30
| Closed | -$448 | – | 1218 |
|
|
2024
Q2 | $448 | Hold |
30
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q1 | $466 | Buy |
+30
| New | +$466 | ﹤0.01% | 1039 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$413 | – | 905 |
|
|
2023
Q3 | $413 | Hold |
30
| – | – | ﹤0.01% | 865 |
|
|
2023
Q2 | $448 | Hold |
30
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $440 | Hold |
30
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $404 | Hold |
30
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $369 | Hold |
30
| – | – | ﹤0.01% | 454 |
|
|
2022
Q2 | $421 | Hold |
30
| – | – | ﹤0.01% | 480 |
|
|
2022
Q1 | $543 | Buy |
+30
| New | +$543 | ﹤0.01% | 476 |
|