Householder Group Estate & Retirement Specialist’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,758
Closed -$76.5K 1382
2023
Q3
$76.5K Buy
+3,758
New +$76.5K 0.03% 367
2023
Q1
$158K Buy
+7,530
New +$158K 0.06% 228
2022
Q4
Sell
-13,134
Closed -$289K 1227
2022
Q3
$289K Buy
+13,134
New +$289K 0.12% 158