Stock Transactions
— VALUE STOCK INDEX PORTFOLIO
Total Bought
0
0 transactions
Total Sold
217
1 transactions
Net
-217
shares
Filing Period:
2026 Q1
2025 Q4
2025 Q3
2024 Q1
2023 Q4
2023 Q3
Transaction:
Buy & Sell
Buy
Sell
Filter:
Top Holders
Top Buyers
Fund
Previous Shares
Current Shares
▲
▼
Change in Shares
▲
▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲
▼
Change in Weight (%)
▲
▼
Type
Wellspring Financial Advisors, LLC
4,180
3,963
-217
0.06
0.05
-0.01
sell
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