Echo Wealth Management’s Vest 10 Year Interest Rate Hedge ETF RYSE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-51,755
Closed -$1.64M 44
2023
Q3
$1.64M Buy
51,755
+8,866
+21% +$281K 1.77% 16
2023
Q2
$1.2M Sell
42,889
-988
-2% -$27.7K 1.3% 19
2023
Q1
$1.13M Buy
+43,877
New +$1.13M 1.25% 20