CWA
SNUG

Clearview Wealth Advisors’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History

Clearview Wealth Advisors’s Portfolio SNUG Stock Details SNUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$2K – 664
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 +$2.66K ﹤0.01% 500

Clearview Wealth Advisors's SNUG Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Merlyn.AI Tactical Growth & Income ETF (SNUG) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Clearview Wealth Advisors first reported a position in SNUG in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 0 funds tracked by Wall St. Rank hold SNUG as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Merlyn.AI Tactical Growth & Income ETF position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Merlyn.AI Tactical Growth & Income ETF shares in Q4 2022, an estimated $2K.
  • Clearview Wealth Advisors first reported a position in Merlyn.AI Tactical Growth & Income ETF in Q4 2020 and held it in 8 quarters.
  • Clearview Wealth Advisors's Merlyn.AI Tactical Growth & Income ETF position peaked at $3K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Merlyn.AI Tactical Growth & Income ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.