AE Wealth Management’s Strategy Shares US Market Rotation Strategy ETF HUSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-31,435
| Closed | -$1.06M | – | 1180 |
|
|
2019
Q3 | $1.06M | Sell |
31,435
-805
| -2% | -$27K | 0.03% | 431 |
|
|
2019
Q2 | $1.13M | Buy |
32,240
+16,394
| +103% | +$572K | 0.03% | 375 |
|
|
2019
Q1 | $551K | Buy |
15,846
+6,369
| +67% | +$221K | 0.04% | 322 |
|
|
2018
Q4 | $318K | Buy |
+9,477
| New | +$318K | 0.05% | 337 |
|