Patriot Financial Group Insurance Agency’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-25
Closed -$2K 2024
2022
Q2
$2K Hold
25
﹤0.01% 1834
2022
Q1
$3K Buy
+25
New +$3.16K ﹤0.01% 1815

Other funds holding HDRO

Patriot Financial Group Insurance Agency's HDRO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Defiance Next Gen H2 ETF (HDRO) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in HDRO in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 21 funds tracked by Wall St. Rank hold HDRO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Defiance Next Gen H2 ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Defiance Next Gen H2 ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Defiance Next Gen H2 ETF in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Defiance Next Gen H2 ETF position peaked at $3K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.