Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,573
| Closed | -$756K | – | 1863 |
|
|
2025
Q1 | $756K | Sell |
18,573
-911
| -5% | -$37.1K | 0.01% | 989 |
|
|
2024
Q4 | $820K | Sell |
19,484
-1,021
| -5% | -$43K | 0.01% | 1005 |
|
|
2024
Q3 | $853K | Sell |
20,505
-692
| -3% | -$28.8K | 0.01% | 969 |
|
|
2024
Q2 | $837K | Buy |
21,197
+3,973
| +23% | +$157K | 0.01% | 966 |
|
|
2024
Q1 | $662K | Buy |
17,224
+525
| +3% | +$20.2K | 0.01% | 1107 |
|
|
2023
Q4 | $595K | Sell |
16,699
-3,681
| -18% | -$131K | 0.01% | 1112 |
|
|
2023
Q3 | $695K | Buy |
20,380
+9,664
| +90% | +$330K | 0.01% | 975 |
|
|
2023
Q2 | $381K | Buy |
+10,716
| New | +$381K | 0.01% | 1291 |
|
|
2022
Q2 | – | Sell |
-6,896
| Closed | -$245K | – | 1840 |
|
|
2022
Q1 | $245K | Buy |
+6,896
| New | +$245K | ﹤0.01% | 1442 |
|