Janiczek Wealth Management’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-126
| Closed | -$2.57K | – | 1183 |
|
|
2023
Q3 | $2.57K | Hold |
126
| – | – | ﹤0.01% | 801 |
|
|
2023
Q2 | $2.7K | Hold |
126
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $2.6K | Sell |
126
-374
| -75% | -$7.72K | ﹤0.01% | 741 |
|
|
2022
Q4 | $10.6K | Hold |
500
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 536 |
|
|
2022
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 522 |
|
|
2021
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 534 |
|
|
2021
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $14K | Hold |
500
| – | – | 0.01% | 504 |
|
|
2021
Q1 | $13K | Hold |
500
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $13K | Buy |
+500
| New | +$13K | 0.01% | 428 |
|