CWM
Collaborative Wealth Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,531
| Closed | -$251K | – | 174 |
|
|
2022
Q3 | $251K | Sell |
7,531
-1,650
| -18% | -$55K | 0.18% | 140 |
|
|
2022
Q2 | $317K | Buy |
+9,181
| New | +$317K | 0.21% | 129 |
|
|
2021
Q4 | $397K | Buy |
+9,181
| New | +$397K | 0.22% | 131 |
|
|
2021
Q1 | $376K | Buy |
+9,181
| New | +$376K | 0.22% | 135 |
|