IFP Advisors’s The Long-Term Care ETF OLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$6K | – | 3509 |
|
|
2021
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 2462 |
|
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 2363 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 2273 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2202 |
|
|
2020
Q2 | $5K | Sell |
200
-250
| -56% | -$6.25K | ﹤0.01% | 2113 |
|
|
2020
Q1 | $9K | Sell |
450
-30,138
| -99% | -$603K | ﹤0.01% | 1829 |
|
|
2019
Q4 | $927K | Sell |
30,588
-6,759
| -18% | -$205K | 0.07% | 299 |
|
|
2019
Q3 | $1.14M | Buy |
+37,347
| New | +$1.14M | 0.08% | 270 |
|