Core Wealth Advisors (Florida)’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-149
Closed -$6.27K 260
2024
Q1
$6.27K Hold
149
﹤0.01% 214
2023
Q4
$7.67K Hold
149
﹤0.01% 198
2023
Q3
$7.87K Hold
149
﹤0.01% 175
2023
Q2
$9.88K Hold
149
﹤0.01% 155
2023
Q1
$11.6K Hold
149
﹤0.01% 141
2022
Q4
$11.2K Hold
149
﹤0.01% 150
2022
Q3
$11K Hold
149
0.01% 137
2022
Q2
$13K Hold
149
0.01% 133
2022
Q1
$20K Buy
+149
New +$18.8K 0.01% 118

Other funds holding HDRO

Core Wealth Advisors (Florida)'s HDRO Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Defiance Next Gen H2 ETF (HDRO) in Q2 2024, closing a stake of 149 shares — an estimated $6.27K sold.

Core Wealth Advisors (Florida) first reported a position in HDRO in Q1 2022 and held it in 9 quarters. The position peaked at $20K in Q1 2022. 20 funds tracked by Wall St. Rank hold HDRO as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Defiance Next Gen H2 ETF position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 149 Defiance Next Gen H2 ETF shares in Q2 2024, an estimated $6.27K.
  • Core Wealth Advisors (Florida) first reported a position in Defiance Next Gen H2 ETF in Q1 2022 and held it in 9 quarters.
  • Core Wealth Advisors (Florida)'s Defiance Next Gen H2 ETF position peaked at $20K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.