Janiczek Wealth Management’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

Janiczek Wealth Management’s Portfolio DUDE Stock Details DUDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-126	Closed	-$2.56K	–	1183
2023 Q3	$2.56K	Hold	126	–	–	﹤0.01%	801
2023 Q2	$2.7K	Hold	126	–	–	﹤0.01%	735
2023 Q1	$2.6K	Sell	126 -374	-75%	-$7.71K	﹤0.01%	741
2022 Q4	$10.6K	Hold	500	–	–	﹤0.01%	549
2022 Q3	$11K	Hold	500	–	–	﹤0.01%	537
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	552
2022 Q1	$14K	Hold	500	–	–	﹤0.01%	523
2021 Q4	$15K	Hold	500	–	–	﹤0.01%	535
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	+$12.8K	0.01%	429

Janiczek Wealth Management's DUDE Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q4 2023, closing a stake of 126 shares — an estimated $2.56K sold.

Janiczek Wealth Management first reported a position in DUDE in Q4 2020 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 0 funds tracked by Wall St. Rank hold DUDE as of Q4 2023.

Janiczek Wealth Management reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 126 Merlyn.AI SectorSurfer Momentum ETF shares in Q4 2023, an estimated $2.56K.
Janiczek Wealth Management first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q4 2020 and held it in 12 quarters.
Janiczek Wealth Management's Merlyn.AI SectorSurfer Momentum ETF position peaked at $15K in Q4 2021.
0 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.