Bernardo Wealth Planning’s ALPS Active Equity Opportunity ETF RFFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,113
| Closed | -$218K | – | 152 |
|
|
2019
Q4 | $218K | Sell |
6,113
-323
| -5% | -$11.5K | 0.13% | 152 |
|
|
2019
Q3 | $212K | Sell |
6,436
-1
| -0% | -$33 | 0.15% | 143 |
|
|
2019
Q2 | $215K | Sell |
6,437
-446
| -6% | -$14.9K | 0.17% | 135 |
|
|
2019
Q1 | $226K | Sell |
6,883
-100
| -1% | -$3.28K | 0.18% | 123 |
|
|
2018
Q4 | $203K | Buy |
+6,983
| New | +$203K | 0.18% | 123 |
|