Patriot Financial Group Insurance Agency’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,454
| Closed | -$71K | – | 417 |
|
|
2022
Q2 | $71K | Sell |
2,454
-402
| -14% | -$11.6K | 0.01% | 628 |
|
|
2022
Q1 | $90K | Sell |
2,856
-28
| -1% | -$882 | 0.02% | 615 |
|
|
2021
Q4 | $94K | Hold |
2,884
| – | – | 0.02% | 668 |
|
|
2021
Q3 | $86K | Hold |
2,884
| – | – | 0.02% | 701 |
|
|
2021
Q2 | $87K | Sell |
2,884
-600
| -17% | -$18.1K | 0.02% | 674 |
|
|
2021
Q1 | $99K | Hold |
3,484
| – | – | 0.02% | 559 |
|
|
2020
Q4 | $97K | Buy |
+3,484
| New | +$97K | 0.02% | 504 |
|