Insight Folios’s ALPS Equal Sector Weight ETF EQL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $531K | Sell |
12,498
-78
| -0.6% | -$3.32K | 0.19% | 61 |
|
2024
Q2 | $494K | Buy |
12,576
+51
| +0.4% | +$2K | 0.2% | 60 |
|
2024
Q1 | $493K | Sell |
12,525
-249
| -2% | -$9.79K | 0.2% | 62 |
|
2023
Q4 | $466K | Buy |
12,774
+72
| +0.6% | +$2.63K | 0.2% | 61 |
|
2023
Q3 | $425K | Buy |
12,702
+5,337
| +72% | +$178K | 0.21% | 58 |
|
2023
Q2 | $256K | Sell |
7,365
-846
| -10% | -$29.4K | 0.11% | 100 |
|
2023
Q1 | $272K | Buy |
+8,211
| New | +$272K | 0.12% | 93 |
|
2022
Q2 | – | Sell |
-16,788
| Closed | -$608K | – | 113 |
|
2022
Q1 | $608K | Sell |
16,788
-1,548
| -8% | -$56.1K | 0.27% | 43 |
|
2021
Q4 | $669K | Sell |
18,336
-390
| -2% | -$14.2K | 0.31% | 43 |
|
2021
Q3 | $621K | Sell |
18,726
-1,029
| -5% | -$34.1K | 0.34% | 40 |
|
2021
Q2 | $659K | Buy |
19,755
+660
| +3% | +$22K | 0.39% | 33 |
|
2021
Q1 | $597K | Hold |
19,095
| – | – | 0.41% | 34 |
|
2020
Q4 | $549K | Hold |
19,095
| – | – | 0.41% | 37 |
|
2020
Q3 | $491K | Sell |
19,095
-195
| -1% | -$5.01K | 0.45% | 37 |
|
2020
Q2 | $468K | Buy |
+19,290
| New | +$468K | 0.45% | 37 |
|
2020
Q1 | – | Sell |
-28,977
| Closed | -$772K | – | 35 |
|
2019
Q4 | $772K | Buy |
+28,977
| New | +$772K | 0.68% | 30 |
|