Cetera Investment Advisers’s Inspire Tactical Balanced ETF RISN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,788
| Closed | -$319K | – | 3684 |
|
2023
Q4 | $319K | Buy |
12,788
+2,220
| +21% | +$55.3K | ﹤0.01% | 1755 |
|
2023
Q3 | $241K | Sell |
10,568
-148
| -1% | -$3.37K | ﹤0.01% | 1864 |
|
2023
Q2 | $255K | Buy |
10,716
+147
| +1% | +$3.5K | ﹤0.01% | 1844 |
|
2023
Q1 | $240K | Buy |
10,569
+839
| +9% | +$19K | ﹤0.01% | 1836 |
|
2022
Q4 | $225K | Buy |
+9,730
| New | +$225K | ﹤0.01% | 1840 |
|