Householder Group Estate & Retirement Specialist’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-357
| Closed | -$14K | – | 1131 |
|
|
2024
Q3 | $14K | Hold |
357
| – | – | ﹤0.01% | 774 |
|
|
2024
Q2 | $14K | Hold |
357
| – | – | ﹤0.01% | 755 |
|
|
2024
Q1 | $13.7K | Buy |
357
+211
| +145% | +$8.11K | ﹤0.01% | 745 |
|
|
2023
Q4 | $5K | Sell |
146
-1,164
| -89% | -$39.9K | ﹤0.01% | 898 |
|
|
2023
Q3 | $44.7K | Buy |
+1,310
| New | +$44.7K | 0.02% | 467 |
|
|
2023
Q1 | $43K | Buy |
+1,311
| New | +$43K | 0.02% | 468 |
|
|
2022
Q4 | – | Sell |
-1,302
| Closed | -$37K | – | 1039 |
|
|
2022
Q3 | $37K | Buy |
+1,302
| New | +$37K | 0.02% | 454 |
|