Commonwealth Equity Services’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 |
-11,217
| Closed | -$233K | – | 3887 |
|
|
2022
Q4 | $233K | Sell |
11,217
-6,365
| -36% | -$132K | ﹤0.01% | 3095 |
|
|
2022
Q3 | $387K | Sell |
17,582
-2,850
| -14% | -$62.7K | ﹤0.01% | 2614 |
|
|
2022
Q2 | $486K | Buy |
20,432
+4,925
| +32% | +$117K | ﹤0.01% | 2424 |
|
|
2022
Q1 | $419K | Buy |
+15,507
| New | +$419K | ﹤0.01% | 2673 |
|
|
2021
Q2 | – | Sell |
-58,945
| Closed | -$1.57M | – | 3599 |
|
|
2021
Q1 | $1.57M | Buy |
+58,945
| New | +$1.57M | ﹤0.01% | 1488 |
|