Clear Creek Financial Management’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,164
| Closed | -$213K | – | 388 |
|
|
2022
Q1 | $213K | Hold |
6,164
| – | – | 0.03% | 305 |
|
|
2021
Q4 | $227K | Hold |
6,164
| – | – | 0.03% | 305 |
|
|
2021
Q3 | $214K | Sell |
6,164
-88
| -1% | -$3.06K | 0.03% | 289 |
|
|
2021
Q2 | $224K | Buy |
+6,252
| New | +$224K | 0.03% | 281 |
|
|
2021
Q1 | – | Sell |
-216,381
| Closed | -$7.22M | – | 288 |
|
|
2020
Q4 | $7.22M | Buy |
+216,381
| New | +$7.22M | 1.39% | 16 |
|