EWP
ASPY
Elevation Wealth Partners’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-186
| Closed | -$4.74K | – | 516 |
|
|
2023
Q4 | $4.74K | Hold |
186
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $4.74K | Hold |
186
| – | – | ﹤0.01% | 279 |
|
|
2023
Q2 | $4.87K | Hold |
186
| – | – | ﹤0.01% | 282 |
|
|
2023
Q1 | $4.87K | Buy |
+186
| New | +$4.87K | ﹤0.01% | 288 |
|