Caldwell Trust’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-275
2022
Q3
$8.66K Hold
275
2022
Q2
$9.14K Hold
275
2022
Q1
$11.7K Hold
275
2021
Q4
$13.3K Hold
275
2021
Q3
$13.3K Hold
275
2021
Q2
$13.4K Hold
275
2021
Q1
$12.4K Hold
275
2020
Q4
$12.7K Hold
275
2020
Q3
$10.6K Hold
275
2020
Q2
$9.51K Hold
275
2020
Q1
$7.27K Buy
+275