OPOWM
DUDE
One Plus One Wealth Management’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-395,439
| Closed | -$8.71M | – | 107 |
|
|
2022
Q3 | $8.71M | Buy |
395,439
+15,769
| +4% | +$347K | 7.09% | 2 |
|
|
2022
Q2 | $9.04M | Sell |
379,670
-52,046
| -12% | -$1.24M | 6.85% | 1 |
|
|
2022
Q1 | $11.7M | Sell |
431,716
-361,472
| -46% | -$9.79M | 7.75% | 2 |
|
|
2021
Q4 | $23.1M | Sell |
793,188
-28,907
| -4% | -$842K | 15.96% | 1 |
|
|
2021
Q3 | $22.1M | Buy |
822,095
+11,580
| +1% | +$312K | 15.96% | 1 |
|
|
2021
Q2 | $22.6M | Buy |
810,515
+762,316
| +1,582% | +$21.3M | 15.59% | 1 |
|
|
2021
Q1 | $1.29M | Buy |
+48,199
| New | +$1.29M | 1.01% | 23 |
|