HGWM
Harvest Group Wealth Management’s Adaptive Alpha Opportunities ETF AGOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $53 | Sell |
2
-86
| -98% | -$2.28K | ﹤0.01% | 188 |
|
|
2022
Q4 | $1.81K | Hold |
88
| – | – | ﹤0.01% | 123 |
|
|
2022
Q3 | $2K | Sell |
88
-73
| -45% | -$1.66K | ﹤0.01% | 102 |
|
|
2022
Q2 | $3K | Sell |
161
-872
| -84% | -$16.2K | ﹤0.01% | 103 |
|
|
2022
Q1 | $25K | Sell |
1,033
-114,062
| -99% | -$2.76M | 0.01% | 64 |
|
|
2021
Q4 | $2.93M | Buy |
115,095
+13,376
| +13% | +$340K | 1.64% | 21 |
|
|
2021
Q3 | $2.62M | Buy |
101,719
+6,617
| +7% | +$170K | 1.54% | 20 |
|
|
2021
Q2 | $2.49M | Buy |
+95,102
| New | +$2.49M | 1.48% | 18 |
|