WWM
WT Wealth Management’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $732K | Buy |
36,029
+1,761
| +5% | +$35.8K | 0.24% | 70 |
|
|
2024
Q4 | $695K | Buy |
34,268
+8,774
| +34% | +$178K | 0.22% | 76 |
|
|
2024
Q3 | $520K | Sell |
25,494
-5,406
| -17% | -$110K | 0.17% | 84 |
|
|
2024
Q2 | $625K | Sell |
30,900
-57,042
| -65% | -$1.15M | 0.21% | 79 |
|
|
2024
Q1 | $1.78M | Buy |
+87,942
| New | +$1.78M | 0.63% | 51 |
|