WR Wealth Planners’s Global X US Infrastructure Development ETF PAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $93.1K | Sell |
2,304
-2,720
| -54% | -$110K | 0.03% | 243 |
|
|
2024
Q3 | $207K | Buy |
5,024
+543
| +12% | +$22.4K | 0.06% | 180 |
|
|
2024
Q2 | $166K | Buy |
4,481
+525
| +13% | +$19.4K | 0.05% | 195 |
|
|
2024
Q1 | $158K | Buy |
+3,956
| New | +$158K | 0.05% | 206 |
|
|
2023
Q4 | – | Sell |
-386
| Closed | -$11.7K | – | 648 |
|
|
2023
Q3 | $11.7K | Buy |
386
+1
| +0.3% | +$30 | ﹤0.01% | 518 |
|
|
2023
Q2 | $12.1K | Hold |
385
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $10.9K | Buy |
385
+2
| +0.5% | +$57 | ﹤0.01% | 532 |
|
|
2022
Q4 | $10.1K | Hold |
383
| – | – | 0.01% | 264 |
|
|
2022
Q3 | $8.82K | Buy |
383
+2
| +0.5% | +$46 | 0.01% | 268 |
|
|
2022
Q2 | $8.68K | Hold |
381
| – | – | 0.01% | 296 |
|
|
2022
Q1 | $10.8K | Buy |
+381
| New | +$10.8K | 0.01% | 289 |
|