CMC Financial Group’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,345
| Closed | -$478K | – | 25 |
|
|
2022
Q4 | $478K | Sell |
22,345
-3,304
| -13% | -$70.7K | 0.77% | 15 |
|
|
2022
Q3 | $565K | Sell |
25,649
-1,114,936
| -98% | -$24.6M | 1.33% | 13 |
|
|
2022
Q2 | $27.1M | Sell |
1,140,585
-20
| -0% | -$476 | 46.21% | 1 |
|
|
2022
Q1 | $29M | Sell |
1,140,605
-932,210
| -45% | -$23.7M | 32.31% | 1 |
|
|
2021
Q4 | $60.4M | Sell |
2,072,815
-28,764
| -1% | -$838K | 32.56% | 1 |
|
|
2021
Q3 | $56.6M | Sell |
2,101,579
-35,357
| -2% | -$952K | 32.96% | 1 |
|
|
2021
Q2 | $59.6M | Sell |
2,136,936
-18,945
| -0.9% | -$528K | 33.9% | 1 |
|
|
2021
Q1 | $57.6M | Buy |
+2,155,881
| New | +$57.6M | 34.52% | 1 |
|