IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-89,053
| Closed | -$2.24M | – | 4315 |
|
|
2022
Q4 | $2.24M | Sell |
89,053
-9,876
| -10% | -$248K | 0.06% | 345 |
|
|
2022
Q3 | $2.48M | Buy |
98,929
+12,272
| +14% | +$308K | 0.06% | 326 |
|
|
2022
Q2 | $2.18M | Hold |
86,657
| – | – | 0.07% | 322 |
|
|
2022
Q1 | $2.18M | Buy |
+86,657
| New | +$2.18M | 0.07% | 322 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4454 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4240 |
|