Concourse Financial Group Securities’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Hold |
0
| – | – | – | 10327 |
|
2023
Q4 | – | Sell |
-437
| Closed | -$6.63K | – | 10090 |
|
2023
Q3 | $6.63K | Hold |
437
| – | – | ﹤0.01% | 1746 |
|
2023
Q2 | $7.23K | Hold |
437
| – | – | ﹤0.01% | 1745 |
|
2023
Q1 | $6.99K | Hold |
437
| – | – | ﹤0.01% | 1771 |
|
2022
Q4 | $5.6K | Hold |
437
| – | – | ﹤0.01% | 1818 |
|
2022
Q3 | $6K | Hold |
437
| – | – | ﹤0.01% | 1626 |
|
2022
Q2 | $6K | Buy |
437
+25
| +6% | +$343 | ﹤0.01% | 1818 |
|
2022
Q1 | $9K | Sell |
412
-150
| -27% | -$3.28K | ﹤0.01% | 1733 |
|
2021
Q4 | $16K | Sell |
562
-55
| -9% | -$1.57K | ﹤0.01% | 1730 |
|
2021
Q3 | $21K | Hold |
617
| – | – | ﹤0.01% | 1648 |
|
2021
Q2 | $24K | Buy |
617
+412
| +201% | +$16K | ﹤0.01% | 1593 |
|
2021
Q1 | $8K | Hold |
205
| – | – | ﹤0.01% | 1845 |
|
2020
Q4 | $8K | Buy |
+205
| New | +$8K | ﹤0.01% | 1764 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 6638 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 6472 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 6364 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 6280 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 6127 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 6114 |
|