Atria Wealth Solutions’s VanEck Retail ETF RTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,661
Closed -$290K 1953
2023
Q2
$290K Buy
1,661
+313
+23% +$54.7K ﹤0.01% 1462
2023
Q1
$220K Sell
1,348
-36
-3% -$5.88K ﹤0.01% 1603
2022
Q4
$219K Sell
1,384
-64
-4% -$10.1K ﹤0.01% 1546
2022
Q3
$225K Sell
1,448
-644
-31% -$99.9K ﹤0.01% 1479
2022
Q2
$318K Sell
2,092
-2,165
-51% -$329K 0.01% 1162
2022
Q1
$769K Buy
+4,257
New +$769K 0.01% 835