Capital Advisory Group Advisory Services’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-2,748
Closed -$113K 468
2019
Q3
$113K Hold
2,748
0.08% 106
2019
Q2
$113K Buy
+2,748
New +$112K 0.08% 108

Other funds holding HECO

Capital Advisory Group Advisory Services's HECO Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q4 2019, closing a stake of 2,748 shares — an estimated $113K sold.

Capital Advisory Group Advisory Services first reported a position in HECO in Q2 2019 and held it in 2 quarters. The position peaked at $113K in Q3 2019. 15 funds tracked by Wall St. Rank hold HECO as of Q4 2019.

  • Capital Advisory Group Advisory Services reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 2,748 Strategy Shares EcoLogical Strategy ETF shares in Q4 2019, an estimated $113K.
  • Capital Advisory Group Advisory Services first reported a position in Strategy Shares EcoLogical Strategy ETF in Q2 2019 and held it in 2 quarters.
  • Capital Advisory Group Advisory Services's Strategy Shares EcoLogical Strategy ETF position peaked at $113K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.