Sanders Morris Harris’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$233K Hold
2023
Q2
$248K Hold
2023
Q1
$251K Buy
2022
Q4
Sell
2022
Q3
$242K Hold
2022
Q2
$260K Hold
2022
Q1
$280K Buy
2021
Q4
Sell
2021
Q3
$380K Buy
2021
Q2
$338K Buy
2021
Q1
$315K Buy
2020
Q4
$254K Buy