CWA
WIZ
Clearview Wealth Advisors’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,057
| Closed | -$200K | – | 672 |
|
|
2022
Q3 | $200K | Sell |
7,057
-1,325
| -16% | -$37.6K | 0.16% | 86 |
|
|
2022
Q2 | $257K | Sell |
8,382
-4,045
| -33% | -$124K | 0.19% | 75 |
|
|
2022
Q1 | $429K | Sell |
12,427
-232
| -2% | -$8.01K | 0.28% | 62 |
|
|
2021
Q4 | $467K | Sell |
12,659
-1,387
| -10% | -$51.2K | 0.28% | 74 |
|
|
2021
Q3 | $488K | Buy |
14,046
+461
| +3% | +$16K | 0.31% | 67 |
|
|
2021
Q2 | $487K | Sell |
13,585
-130
| -0.9% | -$4.66K | 0.3% | 68 |
|
|
2021
Q1 | $459K | Buy |
13,715
+6,069
| +79% | +$203K | 0.3% | 66 |
|
|
2020
Q4 | $255K | Buy |
+7,646
| New | +$255K | 0.17% | 97 |
|