Peterson Financial Group’s Main Sector Rotation ETF SECT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $363K | Hold |
6,743
| – | – | 1.4% | 15 |
|
|
2024
Q2 | $344K | Hold |
6,743
| – | – | 2.1% | 16 |
|
|
2024
Q1 | $340K | Sell |
6,743
-86
| -1% | -$4.33K | 2.22% | 19 |
|
|
2023
Q4 | $318K | Sell |
6,829
-487
| -7% | -$22.7K | 2.09% | 19 |
|
|
2023
Q3 | $308K | Buy |
7,316
+8
| +0.1% | +$337 | 3.06% | 13 |
|
|
2023
Q2 | $315K | Sell |
7,308
-289
| -4% | -$12.5K | 2.89% | 13 |
|
|
2023
Q1 | $308K | Sell |
7,597
-564
| -7% | -$22.9K | 3.1% | 14 |
|
|
2022
Q4 | $317K | Buy |
8,161
+4
| +0% | +$155 | 0.42% | 62 |
|
|
2022
Q3 | $290K | Sell |
8,157
-736
| -8% | -$26.2K | 0.28% | 64 |
|
|
2022
Q2 | $323K | Sell |
8,893
-1,627
| -15% | -$59.2K | 0.3% | 63 |
|
|
2022
Q1 | $448K | Sell |
10,520
-1,303
| -11% | -$55.4K | 0.37% | 62 |
|
|
2021
Q4 | $530K | Buy |
+11,823
| New | +$530K | 0.43% | 61 |
|