Global Retirement Partners’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-284
Closed -$7.71K 3508
2023
Q3
$7.71K Sell
284
-732
-72% -$21.3K ﹤0.01% 2054
2023
Q2
$29.7K Hold
1,016
﹤0.01% 1502
2023
Q1
$27K Buy
+1,016
New +$27.8K ﹤0.01% 1513

Global Retirement Partners's WIZ Position: Q4 2023 in Review

Global Retirement Partners sold out of Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF (WIZ) in Q4 2023, closing a stake of 284 shares — an estimated $7.71K sold.

Global Retirement Partners first reported a position in WIZ in Q1 2023 and held it in 3 quarters. The position peaked at $29.7K in Q2 2023. 0 funds tracked by Wall St. Rank hold WIZ as of Q4 2023.

  • Global Retirement Partners reported no remaining Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 284 Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF shares in Q4 2023, an estimated $7.71K.
  • Global Retirement Partners first reported a position in Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF in Q1 2023 and held it in 3 quarters.
  • Global Retirement Partners's Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF position peaked at $29.7K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.