AWM
TDSA
AE Wealth Management’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,611
| Closed | -$201K | – | 2097 |
|
|
2023
Q2 | $201K | Buy |
+9,611
| New | +$201K | ﹤0.01% | 1748 |
|
|
2023
Q1 | – | Sell |
-13,146
| Closed | -$281K | – | 2027 |
|
|
2022
Q4 | $281K | Buy |
13,146
+317
| +2% | +$6.78K | ﹤0.01% | 1526 |
|
|
2022
Q3 | $277K | Sell |
12,829
-6,987
| -35% | -$151K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $434K | Buy |
+19,816
| New | +$434K | ﹤0.01% | 1269 |
|