Creative Planning’s ALPS Disruptive Technologies ETF DTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,655
| Closed | -$202K | – | 3628 |
|
|
2025
Q1 | $202K | Hold |
4,655
| – | – | ﹤0.01% | 3053 |
|
|
2024
Q4 | $211K | Hold |
4,655
| – | – | ﹤0.01% | 2928 |
|
|
2024
Q3 | $206K | Buy |
+4,655
| New | +$206K | ﹤0.01% | 2810 |
|
|
2024
Q2 | – | Sell |
-5,780
| Closed | -$244K | – | 3027 |
|
|
2024
Q1 | $244K | Hold |
5,780
| – | – | ﹤0.01% | 2413 |
|
|
2023
Q4 | $239K | Buy |
+5,780
| New | +$239K | ﹤0.01% | 2264 |
|
|
2022
Q2 | – | Sell |
-5,657
| Closed | -$242K | – | 2252 |
|
|
2022
Q1 | $242K | Buy |
5,657
+1,215
| +27% | +$52K | ﹤0.01% | 1770 |
|
|
2021
Q4 | $215K | Buy |
+4,442
| New | +$215K | ﹤0.01% | 1827 |
|