Dynamic Advisor Solutions’s SoFi Weekly Income ETF TGIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,869
| Closed | -$666K | – | 969 |
|
|
2023
Q4 | $666K | Buy |
6,869
+4,648
| +209% | +$451K | 0.02% | 513 |
|
|
2023
Q3 | $210K | Sell |
2,221
-236
| -10% | -$22.3K | 0.01% | 773 |
|
|
2023
Q2 | $233K | Sell |
2,457
-3,525
| -59% | -$334K | 0.01% | 693 |
|
|
2023
Q1 | $563K | Sell |
5,982
-16
| -0.3% | -$1.51K | 0.03% | 445 |
|
|
2022
Q4 | $556K | Sell |
5,998
-449
| -7% | -$41.6K | 0.04% | 413 |
|
|
2022
Q3 | $590K | Buy |
6,447
+457
| +8% | +$41.8K | 0.05% | 357 |
|
|
2022
Q2 | $556K | Sell |
5,990
-852
| -12% | -$79.1K | 0.04% | 368 |
|
|
2022
Q1 | $680K | Buy |
6,842
+173
| +3% | +$17.2K | 0.05% | 359 |
|
|
2021
Q4 | $694K | Buy |
+6,669
| New | +$694K | 0.05% | 353 |
|