Commonwealth Equity Services’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,195
| Closed | -$345K | – | 3829 |
|
|
2022
Q3 | $345K | Sell |
12,195
-2,515
| -17% | -$71.2K | ﹤0.01% | 2710 |
|
|
2022
Q2 | $450K | Buy |
14,710
+2,214
| +18% | +$67.7K | ﹤0.01% | 2486 |
|
|
2022
Q1 | $431K | Sell |
12,496
-692
| -5% | -$23.9K | ﹤0.01% | 2639 |
|
|
2021
Q4 | $486K | Sell |
13,188
-3,510
| -21% | -$129K | ﹤0.01% | 2538 |
|
|
2021
Q3 | $580K | Sell |
16,698
-429
| -3% | -$14.9K | ﹤0.01% | 2365 |
|
|
2021
Q2 | $614K | Buy |
17,127
+700
| +4% | +$25.1K | ﹤0.01% | 2308 |
|
|
2021
Q1 | $550K | Buy |
16,427
+7,561
| +85% | +$253K | ﹤0.01% | 2258 |
|
|
2020
Q4 | $295K | Buy |
+8,866
| New | +$295K | ﹤0.01% | 2603 |
|