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Carroll Financial Associates’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Carroll Financial Associates’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,354
Closed -$101K – 1530
2020
Q2 		$101K Hold
3,354
– – 0.01% 466
2020
Q1 		$83K Buy
+3,354
New +$97K 0.01% 452

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Carroll Financial Associates's DSTL Position: Q3 2020 in Review

Carroll Financial Associates sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2020, closing a stake of 3,354 shares — an estimated $101K sold.

Carroll Financial Associates first reported a position in DSTL in Q1 2020 and held it in 2 quarters. The position peaked at $101K in Q2 2020. 20 funds tracked by Wall St. Rank hold DSTL as of Q3 2020.

  • Carroll Financial Associates reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 3,354 Distillate US Fundamental Stability & Value ETF shares in Q3 2020, an estimated $101K.
  • Carroll Financial Associates first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2020 and held it in 2 quarters.
  • Carroll Financial Associates's Distillate US Fundamental Stability & Value ETF position peaked at $101K in Q2 2020.
  • 20 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.