Personal CFO Solutions’s ALPS Disruptive Technologies ETF DTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,151
| Closed | -$228K | – | 496 |
|
|
2024
Q3 | $228K | Hold |
5,151
| – | – | 0.03% | 499 |
|
|
2024
Q2 | $212K | Sell |
5,151
-34
| -0.7% | -$1.4K | 0.03% | 489 |
|
|
2024
Q1 | $219K | Sell |
5,185
-50
| -1% | -$2.11K | 0.03% | 500 |
|
|
2023
Q4 | $217K | Buy |
+5,235
| New | +$217K | 0.04% | 468 |
|
|
2022
Q2 | – | Sell |
-5,075
| Closed | -$217K | – | 451 |
|
|
2022
Q1 | $217K | Sell |
5,075
-175
| -3% | -$7.48K | 0.04% | 423 |
|
|
2021
Q4 | $254K | Buy |
5,250
+380
| +8% | +$18.4K | 0.05% | 375 |
|
|
2021
Q3 | $236K | Sell |
4,870
-111
| -2% | -$5.38K | 0.05% | 381 |
|
|
2021
Q2 | $242K | Buy |
4,981
+3
| +0.1% | +$146 | 0.05% | 359 |
|
|
2021
Q1 | $224K | Buy |
4,978
+118
| +2% | +$5.31K | 0.05% | 353 |
|
|
2020
Q4 | $225K | Buy |
+4,860
| New | +$225K | 0.06% | 327 |
|