Clearview Wealth Advisors’s SPDR S&P Kensho Final Frontiers ETF ROKT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-166
| Closed | -$7.26K | – | 514 |
|
|
2023
Q2 | $7.26K | Buy |
166
+1
| +0.6% | +$44 | 0.01% | 395 |
|
|
2023
Q1 | $6.76K | Hold |
165
| – | – | 0.01% | 403 |
|
|
2022
Q4 | $6.51K | Hold |
165
| – | – | 0.01% | 371 |
|
|
2022
Q3 | $5K | Buy |
165
+1
| +0.6% | +$30 | ﹤0.01% | 415 |
|
|
2022
Q2 | $6K | Hold |
164
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $7K | Hold |
164
| – | – | ﹤0.01% | 423 |
|
|
2021
Q4 | $7K | Hold |
164
| – | – | ﹤0.01% | 459 |
|
|
2021
Q3 | $7K | Hold |
164
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $7K | Hold |
164
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $7K | Buy |
164
+3
| +2% | +$128 | ﹤0.01% | 456 |
|
|
2020
Q4 | $6K | Buy |
+161
| New | +$6K | ﹤0.01% | 436 |
|