Osaic Holdings’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.04K | Hold |
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|
2023
Q2 | $6.33K | Hold |
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|
2023
Q1 | $6.04K | Sell |
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|
2022
Q4 | $15K | Sell |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $53K | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $493K | Buy |
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|
2020
Q2 | $12K | Buy |
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