Cambridge Investment Research Advisors’s Merlyn.AI Best-of-Breed Core Momentum ETF BOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-33,001
| Closed | -$665K | – | 3261 |
|
|
2022
Q3 | $665K | Hold |
33,001
| – | – | ﹤0.01% | 1746 |
|
|
2022
Q2 | $716K | Sell |
33,001
-2,459
| -7% | -$53.4K | ﹤0.01% | 1700 |
|
|
2022
Q1 | $917K | Sell |
35,460
-1,438
| -4% | -$37.2K | ﹤0.01% | 1636 |
|
|
2021
Q4 | $1M | Buy |
36,898
+1,188
| +3% | +$32.3K | ﹤0.01% | 1582 |
|
|
2021
Q3 | $908K | Sell |
35,710
-249
| -0.7% | -$6.33K | ﹤0.01% | 1613 |
|
|
2021
Q2 | $925K | Sell |
35,959
-1,545
| -4% | -$39.7K | ﹤0.01% | 1583 |
|
|
2021
Q1 | $927K | Buy |
+37,504
| New | +$927K | 0.01% | 1477 |
|