GSWM
ACLC
Greenup Street Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,734
| Closed | -$210K | – | 85 |
|
|
2022
Q3 | $210K | Buy |
+4,734
| New | +$210K | 0.09% | 75 |
|
|
2022
Q2 | – | Sell |
-5,060
| Closed | -$284K | – | 99 |
|
|
2022
Q1 | $284K | Buy |
5,060
+1,211
| +31% | +$68K | 0.16% | 69 |
|
|
2021
Q4 | $232K | Buy |
+3,849
| New | +$232K | 0.14% | 75 |
|