Accurate Wealth Management’s Opportunistic Trader ETF WZRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-192,178
Closed -$4.89M 340
2024
Q1
$4.89M Buy
+192,178
New +$4.81M 1.43% 14

Accurate Wealth Management's WZRD Position: Q2 2024 in Review

Accurate Wealth Management sold out of Opportunistic Trader ETF (WZRD) in Q2 2024, closing a stake of 192,178 shares — an estimated $4.89M sold.

Accurate Wealth Management first reported a position in WZRD in Q1 2024 and held it in 1 quarter. The position peaked at $4.89M in Q1 2024. 0 funds tracked by Wall St. Rank hold WZRD as of Q2 2024.

  • Accurate Wealth Management reported no remaining Opportunistic Trader ETF position as of Q2 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 192,178 Opportunistic Trader ETF shares in Q2 2024, an estimated $4.89M.
  • Accurate Wealth Management first reported a position in Opportunistic Trader ETF in Q1 2024 and held it in 1 quarter.
  • Accurate Wealth Management's Opportunistic Trader ETF position peaked at $4.89M in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Opportunistic Trader ETF as of Q2 2024.

Based on Accurate Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.