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

Householder Group Estate & Retirement Specialist’s Portfolio DUDE Stock Details DUDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,758	Closed	-$76.5K	–	1381
2023 Q3	$76.5K	Buy	+3,758	New	+$80K	0.03%	367
2023 Q1	$158K	Buy	+7,530	New	+$155K	0.06%	228
2022 Q4	–	Sell	-13,134	Closed	-$289K	–	1226
2022 Q3	$289K	Buy	+13,134	New	+$309K	0.12%	158

Householder Group Estate & Retirement Specialist's DUDE Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q4 2023, closing a stake of 3,758 shares — an estimated $76.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in DUDE in Q3 2022 and held it in 3 quarters. The position peaked at $289K in Q3 2022. 0 funds tracked by Wall St. Rank hold DUDE as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 3,758 Merlyn.AI SectorSurfer Momentum ETF shares in Q4 2023, an estimated $76.5K.
Householder Group Estate & Retirement Specialist first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Merlyn.AI SectorSurfer Momentum ETF position peaked at $289K in Q3 2022.
0 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.