Palumbo Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
7,874
-1,435
| -15% | -$64.5K | 0.11% | 131 |
|
|
2025
Q1 | $379K | Hold |
9,309
| – | – | 0.13% | 113 |
|
|
2024
Q4 | $392K | Hold |
9,309
| – | – | 0.15% | 103 |
|
|
2024
Q3 | $387K | Sell |
9,309
-233
| -2% | -$9.69K | 0.15% | 102 |
|
|
2024
Q2 | $377K | Buy |
9,542
+76
| +0.8% | +$3K | 0.16% | 95 |
|
|
2024
Q1 | $364K | Buy |
9,466
+215
| +2% | +$8.27K | 0.16% | 96 |
|
|
2023
Q4 | $330K | Buy |
9,251
+2,831
| +44% | +$101K | 0.17% | 93 |
|
|
2023
Q3 | $219K | Buy |
6,420
+153
| +2% | +$5.22K | 0.12% | 108 |
|
|
2023
Q2 | $223K | Buy |
+6,267
| New | +$223K | 0.14% | 98 |
|