WR Wealth Planners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-161
| Closed | -$8.25K | – | 1183 |
|
|
2024
Q3 | $8.25K | Hold |
161
| – | – | ﹤0.01% | 664 |
|
|
2024
Q2 | $8.12K | Hold |
161
| – | – | ﹤0.01% | 640 |
|
|
2024
Q1 | $7.71K | Buy |
+161
| New | +$7.71K | ﹤0.01% | 644 |
|
|
2023
Q4 | – | Sell |
-161
| Closed | -$5.89K | – | 787 |
|
|
2023
Q3 | $5.89K | Hold |
161
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $6.09K | Hold |
161
| – | – | ﹤0.01% | 650 |
|
|
2023
Q1 | $5.35K | Hold |
161
| – | – | ﹤0.01% | 672 |
|
|
2022
Q4 | $4.4K | Hold |
161
| – | – | ﹤0.01% | 341 |
|
|
2022
Q3 | $4.21K | Hold |
161
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $4.53K | Hold |
161
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $5.87K | Buy |
+161
| New | +$5.87K | ﹤0.01% | 343 |
|