MWM
SNUG

MY Wealth Management’s Merlyn.AI Tactical Growth & Income ETF SNUG Stock Holding History

MY Wealth Management’s Portfolio SNUG Stock Details SNUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-329,393
Closed -$8.14M – 27
2022
Q2 		$8.14M Sell
329,393
-3,385
-1% -$83.7K 8.79% 3
2022
Q1 		$8.99M Buy
332,778
+17,651
+6% +$477K 8.33% 3
2021
Q4 		$8.75M Buy
+315,127
New +$8.75M 7.69% 4