Empirical Finance’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,850
| Closed | -$485K | – | 533 |
|
|
2023
Q3 | $485K | Sell |
23,850
-24,777
| -51% | -$504K | 0.04% | 386 |
|
|
2023
Q2 | $1.04M | Hold |
48,627
| – | – | 0.08% | 230 |
|
|
2023
Q1 | $1.02M | Buy |
48,627
+40
| +0.1% | +$840 | 0.1% | 203 |
|
|
2022
Q4 | $1.01M | Buy |
48,587
+15,882
| +49% | +$330K | 0.1% | 193 |
|
|
2022
Q3 | $720K | Hold |
32,705
| – | – | 0.09% | 226 |
|
|
2022
Q2 | $778K | Buy |
32,705
+119
| +0.4% | +$2.83K | 0.1% | 190 |
|
|
2022
Q1 | $882K | Buy |
32,586
+4
| +0% | +$108 | 0.1% | 188 |
|
|
2021
Q4 | $949K | Sell |
32,582
-1
| -0% | -$29 | 0.11% | 164 |
|
|
2021
Q3 | $877K | Hold |
32,583
| – | – | 0.13% | 157 |
|
|
2021
Q2 | $908K | Buy |
+32,583
| New | +$908K | 0.15% | 152 |
|