Meridian Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+7,474
| New | +$215K | 0.01% | 632 |
|
|
2024
Q3 | – | Sell |
-7,600
| Closed | -$205K | – | 630 |
|
|
2024
Q2 | $205K | Buy |
+7,600
| New | +$205K | 0.02% | 275 |
|
|
2024
Q1 | – | Sell |
-13,098
| Closed | -$330K | – | 279 |
|
|
2023
Q4 | $330K | Sell |
13,098
-799
| -6% | -$20.1K | 0.02% | 477 |
|
|
2023
Q3 | $325K | Sell |
13,897
-17,631
| -56% | -$412K | 0.02% | 438 |
|
|
2023
Q2 | $784K | Sell |
31,528
-4,726
| -13% | -$117K | 0.07% | 239 |
|
|
2023
Q1 | $942K | Sell |
36,254
-4,709
| -11% | -$122K | 0.08% | 215 |
|
|
2022
Q4 | $1.05M | Sell |
40,963
-6,656
| -14% | -$170K | 0.1% | 190 |
|
|
2022
Q3 | $1.21M | Sell |
47,619
-29,664
| -38% | -$753K | 0.13% | 162 |
|
|
2022
Q2 | $2.03M | Buy |
+77,283
| New | +$2.03M | 0.17% | 145 |
|