Cambridge Investment Research Advisors’s SoFi Weekly Income ETF TGIF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,140
| Closed | -$203K | – | 3288 |
|
2023
Q2 | $203K | Sell |
2,140
-20
| -0.9% | -$1.9K | ﹤0.01% | 2861 |
|
2023
Q1 | $203K | Sell |
2,160
-60
| -3% | -$5.64K | ﹤0.01% | 2821 |
|
2022
Q4 | $206K | Hold |
2,220
| – | – | ﹤0.01% | 2730 |
|
2022
Q3 | $203K | Hold |
2,220
| – | – | ﹤0.01% | 2692 |
|
2022
Q2 | $206K | Sell |
2,220
-80
| -3% | -$7.42K | ﹤0.01% | 2704 |
|
2022
Q1 | $229K | Sell |
2,300
-40
| -2% | -$3.98K | ﹤0.01% | 2766 |
|
2021
Q4 | $243K | Buy |
+2,340
| New | +$243K | ﹤0.01% | 2718 |
|