Janiczek Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-409
| Closed | -$14.5K | – | 1142 |
|
|
2023
Q3 | $14.5K | Hold |
409
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $16.1K | Hold |
409
| – | – | ﹤0.01% | 488 |
|
|
2023
Q1 | $15K | Hold |
409
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $14.4K | Hold |
409
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $13K | Hold |
409
| – | – | ﹤0.01% | 504 |
|
|
2022
Q2 | $15K | Hold |
409
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $17K | Hold |
409
| – | – | ﹤0.01% | 481 |
|
|
2021
Q4 | $20K | Buy |
409
+1
| +0.2% | +$49 | 0.01% | 477 |
|
|
2021
Q3 | $20K | Hold |
408
| – | – | 0.01% | 458 |
|
|
2021
Q2 | $20K | Hold |
408
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $18K | Buy |
408
+108
| +36% | +$4.77K | 0.01% | 420 |
|
|
2020
Q4 | $14K | Buy |
+300
| New | +$14K | 0.01% | 403 |
|