Avaii Wealth Management’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,464
| Closed | -$221K | – | 138 |
|
|
2022
Q4 | $221K | Sell |
10,464
-1,355
| -11% | -$28.6K | 0.2% | 113 |
|
|
2022
Q3 | $258K | Buy |
11,819
+571
| +5% | +$12.5K | 0.27% | 89 |
|
|
2022
Q2 | $248K | Sell |
11,248
-12
| -0.1% | -$265 | 0.27% | 87 |
|
|
2022
Q1 | $287K | Buy |
11,260
+903
| +9% | +$23K | 0.27% | 76 |
|
|
2021
Q4 | $302K | Buy |
+10,357
| New | +$302K | 0.3% | 76 |
|