Genesee Capital Advisors’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,525
| Closed | -$227K | – | 121 |
|
|
2021
Q3 | $227K | Buy |
+6,525
| New | +$227K | 0.11% | 101 |
|
|
2021
Q2 | – | Sell |
-6,514
| Closed | -$218K | – | 127 |
|
|
2021
Q1 | $218K | Buy |
6,514
+31
| +0.5% | +$1.04K | 0.13% | 84 |
|
|
2020
Q4 | $216K | Hold |
6,483
| – | – | 0.14% | 76 |
|
|
2020
Q3 | $206K | Buy |
+6,483
| New | +$206K | 0.17% | 68 |
|