KPWS
DUDE
Kestra Private Wealth Services’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-390,702
| Closed | -$10.6M | – | 1028 |
|
|
2022
Q1 | $10.6M | Sell |
390,702
-15,171
| -4% | -$411K | 0.52% | 32 |
|
|
2021
Q4 | $11.8M | Buy |
405,873
+98,557
| +32% | +$2.87M | 0.57% | 28 |
|
|
2021
Q3 | $8.28M | Buy |
307,316
+10,309
| +3% | +$278K | 0.46% | 40 |
|
|
2021
Q2 | $8.28M | Sell |
297,007
-1,147
| -0.4% | -$32K | 0.5% | 34 |
|
|
2021
Q1 | $7.96M | Buy |
+298,154
| New | +$7.96M | 0.55% | 30 |
|