Andesa Financial Management’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.32M | Buy |
224,972
+125,010
| +125% | +$2.4M | 2.22% | 11 |
|
|
2022
Q4 | $3.05M | Sell |
99,962
-109,800
| -52% | -$3.35M | 1.66% | 16 |
|
|
2022
Q3 | $6.07M | Buy |
209,762
+117,027
| +126% | +$3.39M | 2.12% | 8 |
|
|
2022
Q2 | $2.89M | Buy |
92,735
+8,263
| +10% | +$258K | 1.83% | 14 |
|
|
2022
Q1 | $3M | Sell |
84,472
-6,051
| -7% | -$215K | 1.62% | 15 |
|
|
2021
Q4 | $3.37M | Buy |
+90,523
| New | +$3.37M | 1.66% | 16 |
|