Clearview Wealth Advisors’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$2K | – | 674 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 516 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 509 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 500 |
|