Merriman Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$757K	Sell	17,373 -681	-4%	-$29.7K	0.03%	101
2024 Q3	$774K	Buy	+18,054	New	+$774K	0.03%	115
2020 Q1	–	Sell	-30,000	Closed	-$933K	–	179
2019 Q4	$933K	Buy	+30,000	New	+$933K	0.18%	98