Hochman Cole Investment Advisors’s ALPS Equal Sector Weight ETF EQL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $218K | Hold |
6,588
| – | – | 0.09% | 123 |
|
|
2021
Q2 | $220K | Hold |
6,588
| – | – | 0.09% | 119 |
|
|
2021
Q1 | $206K | Buy |
+6,588
| New | +$206K | 0.09% | 126 |
|
|
2020
Q4 | – | Sell |
-8,334
| Closed | -$214K | – | 122 |
|
|
2020
Q3 | $214K | Hold |
8,334
| – | – | 0.11% | 108 |
|
|
2020
Q2 | $202K | Buy |
+8,334
| New | +$202K | 0.11% | 104 |
|
|
2020
Q1 | – | Sell |
-8,334
| Closed | -$222K | – | 107 |
|
|
2019
Q4 | $222K | Hold |
8,334
| – | – | 0.12% | 109 |
|
|
2019
Q3 | $210K | Sell |
8,334
-594
| -7% | -$15K | 0.13% | 106 |
|
|
2019
Q2 | $221K | Hold |
8,928
| – | – | 0.13% | 104 |
|
|
2019
Q1 | $215K | Buy |
+8,928
| New | +$215K | 0.13% | 105 |
|
|
2018
Q4 | – | Sell |
-8,928
| Closed | -$217K | – | 110 |
|
|
2018
Q3 | $217K | Hold |
8,928
| – | – | 0.14% | 105 |
|
|
2018
Q2 | $207K | Hold |
8,928
| – | – | 0.14% | 103 |
|
|
2018
Q1 | $202K | Hold |
8,928
| – | – | 0.14% | 96 |
|
|
2017
Q4 | $207K | Buy |
+8,928
| New | +$207K | 0.13% | 97 |
|