Cambridge Investment Research Advisors’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36,554
| Closed | -$1.07M | – | 3291 |
|
|
2023
Q2 | $1.07M | Sell |
36,554
-55
| -0.2% | -$1.61K | ﹤0.01% | 1571 |
|
|
2023
Q1 | $1.02M | Sell |
36,609
-127
| -0.3% | -$3.54K | 0.01% | 1566 |
|
|
2022
Q4 | $1.01M | Buy |
36,736
+22,112
| +151% | +$608K | 0.01% | 1511 |
|
|
2022
Q3 | $415K | Sell |
14,624
-1
| -0% | -$28 | ﹤0.01% | 2083 |
|
|
2022
Q2 | $448K | Sell |
14,625
-1,328
| -8% | -$40.7K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $551K | Buy |
15,953
+209
| +1% | +$7.22K | ﹤0.01% | 2026 |
|
|
2021
Q4 | $581K | Buy |
15,744
+480
| +3% | +$17.7K | ﹤0.01% | 1982 |
|
|
2021
Q3 | $530K | Buy |
15,264
+173
| +1% | +$6.01K | ﹤0.01% | 2006 |
|
|
2021
Q2 | $541K | Sell |
15,091
-882
| -6% | -$31.6K | ﹤0.01% | 1984 |
|
|
2021
Q1 | $535K | Buy |
+15,973
| New | +$535K | ﹤0.01% | 1855 |
|