GeoWealth Management’s Cabana Target Drawdown 5 ETF TDSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $5.37M | Sell |
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|
2022
Q1 | $8.2M | Buy |
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|
2021
Q4 | $7.43M | Sell |
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|
2021
Q3 | $7.28M | Buy |
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|
2021
Q2 | $4.96M | Buy |
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|
2021
Q1 | $4.55M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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