Patriot Financial Group Insurance Agency’s VanEck Inflation Allocation ETF RAAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,923
| Closed | -$353K | – | 489 |
|
|
2023
Q3 | $353K | Buy |
13,923
+791
| +6% | +$20K | 0.07% | 301 |
|
|
2023
Q2 | $328K | Buy |
13,132
+824
| +7% | +$20.6K | 0.06% | 316 |
|
|
2023
Q1 | $311K | Buy |
12,308
+958
| +8% | +$24.2K | 0.06% | 328 |
|
|
2022
Q4 | $281K | Buy |
11,350
+100
| +0.9% | +$2.48K | 0.04% | 324 |
|
|
2022
Q3 | $256K | Buy |
11,250
+5,000
| +80% | +$114K | 0.06% | 330 |
|
|
2022
Q2 | $155K | Buy |
6,250
+500
| +9% | +$12.4K | 0.03% | 441 |
|
|
2022
Q1 | $162K | Buy |
+5,750
| New | +$162K | 0.03% | 453 |
|