PWM
Prosperity Wealth Management’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,807
| Closed | -$1.17M | – | 270 |
|
|
2025
Q1 | $1.17M | Sell |
28,807
-1,171
| -4% | -$47.7K | 0.55% | 32 |
|
|
2024
Q4 | $1.26M | Sell |
29,978
-269
| -0.9% | -$11.3K | 0.52% | 32 |
|
|
2024
Q3 | $1.26M | Sell |
30,247
-51
| -0.2% | -$2.12K | 0.5% | 33 |
|
|
2024
Q2 | $1.2M | Sell |
30,298
-56,014
| -65% | -$2.21M | 0.59% | 30 |
|
|
2024
Q1 | $3.32M | Sell |
86,312
-3,804
| -4% | -$146K | 1.57% | 12 |
|
|
2023
Q4 | $3.21M | Sell |
90,116
-6,712
| -7% | -$239K | 2.09% | 9 |
|
|
2023
Q3 | $3.3M | Buy |
+96,828
| New | +$3.3M | 2.13% | 9 |
|