Mutual Advisors’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,073
| Closed | -$354K | – | 1065 |
|
|
2023
Q2 | $354K | Sell |
16,073
-1,072
| -6% | -$23.6K | 0.01% | 747 |
|
|
2023
Q1 | $366K | Buy |
17,145
+85
| +0.5% | +$1.82K | 0.02% | 720 |
|
|
2022
Q4 | $360K | Sell |
17,060
-2,492
| -13% | -$52.6K | 0.02% | 692 |
|
|
2022
Q3 | $427K | Buy |
+19,552
| New | +$427K | 0.02% | 609 |
|
|
2021
Q1 | – | Sell |
-14,181
| Closed | -$353K | – | 834 |
|
|
2020
Q4 | $353K | Buy |
+14,181
| New | +$353K | 0.03% | 560 |
|