Patriot Financial Group Insurance Agency’s Aptus Behavioral Momentum ETF ADME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,641
| Closed | -$57K | – | 429 |
|
|
2022
Q2 | $57K | Sell |
1,641
-367
| -18% | -$12.7K | 0.01% | 687 |
|
|
2022
Q1 | $82K | Hold |
2,008
| – | – | 0.01% | 639 |
|
|
2021
Q4 | $87K | Sell |
2,008
-35
| -2% | -$1.52K | 0.01% | 686 |
|
|
2021
Q3 | $81K | Sell |
2,043
-156
| -7% | -$6.19K | 0.01% | 712 |
|
|
2021
Q2 | $87K | Sell |
2,199
-357
| -14% | -$14.1K | 0.02% | 675 |
|
|
2021
Q1 | $93K | Hold |
2,556
| – | – | 0.02% | 577 |
|
|
2020
Q4 | $92K | Buy |
+2,556
| New | +$92K | 0.02% | 524 |
|