Janiczek Wealth Management’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$12K | – | 1090 |
|
|
2022
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 524 |
|
|
2022
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 549 |
|
|
2021
Q3 | $14K | Hold |
500
| – | – | 0.01% | 522 |
|
|
2021
Q2 | $14K | Hold |
500
| – | – | 0.01% | 505 |
|
|
2021
Q1 | $14K | Hold |
500
| – | – | 0.01% | 470 |
|
|
2020
Q4 | $14K | Hold |
500
| – | – | 0.01% | 409 |
|
|
2020
Q3 | $13K | Buy |
+500
| New | +$13K | 0.01% | 213 |
|