Householder Group Estate & Retirement Specialist’s Main Sector Rotation ETF SECT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,890
| Closed | -$101K | – | 1094 |
|
|
2024
Q3 | $101K | Hold |
1,890
| – | – | 0.03% | 356 |
|
|
2024
Q2 | $96K | Sell |
1,890
-190
| -9% | -$9.65K | 0.03% | 360 |
|
|
2024
Q1 | $105K | Hold |
2,080
| – | – | 0.03% | 337 |
|
|
2023
Q4 | $96K | Sell |
2,080
-1,037
| -33% | -$47.9K | 0.03% | 344 |
|
|
2023
Q3 | $131K | Buy |
+3,117
| New | +$131K | 0.05% | 270 |
|
|
2023
Q1 | $232K | Buy |
+5,720
| New | +$232K | 0.09% | 184 |
|
|
2022
Q4 | – | Sell |
-6,440
| Closed | -$228K | – | 980 |
|
|
2022
Q3 | $228K | Sell |
6,440
-910
| -12% | -$32.2K | 0.09% | 176 |
|
|
2022
Q2 | $267K | Sell |
7,350
-2,255
| -23% | -$81.9K | 0.12% | 165 |
|
|
2022
Q1 | $409K | Sell |
9,605
-1,790
| -16% | -$76.2K | 0.16% | 133 |
|
|
2021
Q4 | $511K | Buy |
+11,395
| New | +$511K | 0.19% | 127 |
|