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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-70,465
Closed -$1.42M 317
2022
Q3
$1.42M Buy
70,465
+736
+1% +$15.9K 0.31% 64
2022
Q2
$1.51M Buy
69,729
+36,673
+111% +$865K 0.32% 65
2022
Q1
$855K Buy
33,056
+15,817
+92% +$413K 0.13% 134
2021
Q4
$468K Buy
17,239
+7,620
+79% +$207K 0.07% 191
2021
Q3
$244K Buy
+9,619
New +$251K 0.04% 268

Clear Creek Financial Management's BOB Position: Q4 2022 in Review

Clear Creek Financial Management sold out of Merlyn.AI Best-of-Breed Core Momentum ETF (BOB) in Q4 2022, closing a stake of 70,465 shares — an estimated $1.42M sold.

Clear Creek Financial Management first reported a position in BOB in Q3 2021 and held it in 5 quarters. The position peaked at $1.51M in Q2 2022. 0 funds tracked by Wall St. Rank hold BOB as of Q4 2022.

  • Clear Creek Financial Management reported no remaining Merlyn.AI Best-of-Breed Core Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Creek Financial Management sold 70,465 Merlyn.AI Best-of-Breed Core Momentum ETF shares in Q4 2022, an estimated $1.42M.
  • Clear Creek Financial Management first reported a position in Merlyn.AI Best-of-Breed Core Momentum ETF in Q3 2021 and held it in 5 quarters.
  • Clear Creek Financial Management's Merlyn.AI Best-of-Breed Core Momentum ETF position peaked at $1.51M in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Merlyn.AI Best-of-Breed Core Momentum ETF as of Q4 2022.

Based on Clear Creek Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.