Mount Yale Investment Advisors’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
-5,700
Closed -$225K 588
2024
Q2
$225K Sell
5,700
-3,876
-40% -$153K 0.02% 499
2024
Q1
$368K Buy
9,576
+1,530
+19% +$58.8K 0.03% 408
2023
Q4
$287K Buy
+8,046
New +$287K 0.03% 420