CWA
UTRN

Core Wealth Advisors’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Core Wealth Advisors’s Portfolio UTRN Stock Details UTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$283K Buy
2021
Q4 		$244K Buy
2021
Q3 		$178K Buy
2021
Q2 		$111K Hold
2021
Q1 		$104K Buy
2020
Q3 		– Sell
2020
Q2 		$1.18M Buy
2020
Q1 		$292K Buy
2019
Q4 		$37K Buy