Kingsview Wealth Management’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,144
| Closed | -$203K | – | 1151 |
|
|
2024
Q2 | $203K | Sell |
5,144
-650
| -11% | -$25.7K | ﹤0.01% | 987 |
|
|
2024
Q1 | $223K | Sell |
5,794
-1,680
| -22% | -$64.6K | 0.01% | 928 |
|
|
2023
Q4 | $266K | Sell |
7,474
-723
| -9% | -$25.8K | 0.01% | 809 |
|
|
2023
Q3 | $280K | Sell |
8,197
-1,012
| -11% | -$34.5K | 0.01% | 775 |
|
|
2023
Q2 | $327K | Sell |
9,209
-2,836
| -24% | -$101K | 0.01% | 720 |
|
|
2023
Q1 | $398K | Sell |
12,045
-80,213
| -87% | -$2.65M | 0.02% | 639 |
|
|
2022
Q4 | $2.81M | Buy |
92,258
+1,799
| +2% | +$54.8K | 0.12% | 195 |
|
|
2022
Q3 | $2.62M | Buy |
90,459
+13,583
| +18% | +$393K | 0.12% | 188 |
|
|
2022
Q2 | $2.4M | Buy |
76,876
+44,954
| +141% | +$1.4M | 0.11% | 196 |
|
|
2022
Q1 | $1.14M | Buy |
+31,922
| New | +$1.14M | 0.05% | 355 |
|