BerganKDV Wealth Management’s Cambria Tail Risk ETF TAIL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,375
| Closed | -$20.2K | – | 1064 |
|
2023
Q1 | $20.2K | Buy |
1,375
+7
| +0.5% | +$103 | ﹤0.01% | 518 |
|
2022
Q4 | $20.9K | Buy |
1,368
+6
| +0.4% | +$92 | ﹤0.01% | 486 |
|
2022
Q3 | $23K | Buy |
1,362
+4
| +0.3% | +$68 | ﹤0.01% | 475 |
|
2022
Q2 | $24K | Buy |
+1,358
| New | +$24K | ﹤0.01% | 478 |
|
2018
Q1 | – | Sell |
-12,561
| Closed | -$284K | – | 204 |
|
2017
Q4 | $284K | Buy |
+12,561
| New | +$284K | 0.07% | 165 |
|