Avior Wealth Management’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Avior Wealth Management’s Portfolio DUDE Stock Details DUDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$20.4K	–	1688
2023 Q3	$20.4K	Buy	+1,000	New	+$21.3K	﹤0.01%	935

Avior Wealth Management's DUDE Position: Q4 2023 in Review

Avior Wealth Management sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q4 2023, closing a stake of 1,000 shares — an estimated $20.4K sold.

Avior Wealth Management first reported a position in DUDE in Q3 2023 and held it in 1 quarter. The position peaked at $20.4K in Q3 2023. 0 funds tracked by Wall St. Rank hold DUDE as of Q4 2023.

Avior Wealth Management reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 1,000 Merlyn.AI SectorSurfer Momentum ETF shares in Q4 2023, an estimated $20.4K.
Avior Wealth Management first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q3 2023 and held it in 1 quarter.
Avior Wealth Management's Merlyn.AI SectorSurfer Momentum ETF position peaked at $20.4K in Q3 2023.
0 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.