Core Wealth Advisors’s Defiance Next Gen H2 ETF HDRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$20K | 0.01% | 118 |
|