Gradient Investments’s FormulaFolios Tactical Growth ETF FFTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,171
| Closed | -$298K | – | 1937 |
|
|
2023
Q3 | $298K | Sell |
12,171
-369
| -3% | -$9.06K | 0.01% | 277 |
|
|
2023
Q2 | $308K | Buy |
12,540
+11
| +0.1% | +$271 | 0.01% | 286 |
|
|
2023
Q1 | $308K | Sell |
12,529
-162
| -1% | -$3.96K | 0.01% | 267 |
|
|
2022
Q4 | $310K | Sell |
12,691
-387
| -3% | -$9.34K | 0.01% | 273 |
|
|
2022
Q3 | $308K | Buy |
13,078
+156
| +1% | +$3.96K | 0.01% | 263 |
|
|
2022
Q2 | $318K | Buy |
12,922
+12,466
| +2,734% | +$333K | 0.01% | 261 |
|
|
2022
Q1 | $13K | Sell |
456
-1,385
| -75% | -$40.1K | ﹤0.01% | 727 |
|
|
2021
Q4 | $57K | Buy |
1,841
+1,138
| +162% | +$34.4K | ﹤0.01% | 459 |
|
|
2021
Q3 | $20K | Buy |
703
+589
| +517% | +$17.8K | ﹤0.01% | 651 |
|
|
2021
Q2 | $3K | Buy |
114
+66
| +138% | +$2K | ﹤0.01% | 976 |
|
|
2021
Q1 | $1K | Sell |
48
-59
| -55% | -$1.7K | ﹤0.01% | 1128 |
|
|
2020
Q4 | $3K | Hold |
107
| – | – | ﹤0.01% | 924 |
|
|
2020
Q3 | $3K | Buy |
+107
| New | +$2.96K | ﹤0.01% | 929 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | – | – | 1242 |
|
|
2020
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q4 | $0 | Buy |
+17
| New | +$453 | ﹤0.01% | 1275 |
|
Gradient Investments's FFTG Position: Q4 2023 in Review
Gradient Investments sold out of FormulaFolios Tactical Growth ETF (FFTG) in Q4 2023, closing a stake of 12,171 shares — an estimated $298K sold.
Gradient Investments first reported a position in FFTG in Q4 2019 and held it in 15 quarters. The position peaked at $318K in Q2 2022. 0 funds tracked by Wall St. Rank hold FFTG as of Q4 2023.
- Gradient Investments reported no remaining FormulaFolios Tactical Growth ETF position as of Q4 2023 after selling out during the quarter.
- Gradient Investments sold 12,171 FormulaFolios Tactical Growth ETF shares in Q4 2023, an estimated $298K.
- Gradient Investments first reported a position in FormulaFolios Tactical Growth ETF in Q4 2019 and held it in 15 quarters.
- Gradient Investments's FormulaFolios Tactical Growth ETF position peaked at $318K in Q2 2022.
- 0 funds tracked by Wall St. Rank held FormulaFolios Tactical Growth ETF as of Q4 2023.
Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.