Clear Creek Financial Management’s Merlyn.AI Best-of-Breed Core Momentum ETF BOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-70,465
| Closed | -$1.42M | – | 317 |
|
|
2022
Q3 | $1.42M | Buy |
70,465
+736
| +1% | +$14.8K | 0.31% | 64 |
|
|
2022
Q2 | $1.51M | Buy |
69,729
+36,673
| +111% | +$796K | 0.32% | 65 |
|
|
2022
Q1 | $855K | Buy |
33,056
+15,817
| +92% | +$409K | 0.13% | 134 |
|
|
2021
Q4 | $468K | Buy |
17,239
+7,620
| +79% | +$207K | 0.07% | 191 |
|
|
2021
Q3 | $244K | Buy |
+9,619
| New | +$244K | 0.04% | 268 |
|