Financial Advocates Investment Management’s The Long-Term Care ETF OLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-39,107
Closed -$1.2M 827
2021
Q3
$1.2M Sell
39,107
-997
-2% -$32.4K 0.08% 278
2021
Q2
$1.32M Sell
40,104
-217
-0.5% -$7K 0.09% 267
2021
Q1
$1.26M Sell
40,321
-1,500
-4% -$46K 0.09% 266
2020
Q4
$1.24M Sell
41,821
-12
-0% -$333 0.09% 261
2020
Q3
$1.05M Buy
+41,833
New +$1.05M 0.09% 236

Financial Advocates Investment Management's OLD Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of The Long-Term Care ETF (OLD) in Q4 2021, closing a stake of 39,107 shares — an estimated $1.2M sold.

Financial Advocates Investment Management first reported a position in OLD in Q3 2020 and held it in 5 quarters. The position peaked at $1.32M in Q2 2021. 0 funds tracked by Wall St. Rank hold OLD as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining The Long-Term Care ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 39,107 The Long-Term Care ETF shares in Q4 2021, an estimated $1.2M.
  • Financial Advocates Investment Management first reported a position in The Long-Term Care ETF in Q3 2020 and held it in 5 quarters.
  • Financial Advocates Investment Management's The Long-Term Care ETF position peaked at $1.32M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.