SBL
PSY

Sargent Bickham Lagudis’s Defiance Next Gen Altered Experience ETF PSY Stock Holding History

Sargent Bickham Lagudis’s Portfolio PSY Stock Details PSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed – – 1165
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1168
2022
Q1 		$0 Hold
20
– – ﹤0.01% 1049
2021
Q4 		$0 Buy
+20
New +$323 ﹤0.01% 1043

Other funds holding PSY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sargent Bickham Lagudis's PSY Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Defiance Next Gen Altered Experience ETF (PSY) in Q3 2022, closing a stake of 20 shares.

Sargent Bickham Lagudis first reported a position in PSY in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 1 fund tracked by Wall St. Rank holds PSY as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining Defiance Next Gen Altered Experience ETF position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 20 Defiance Next Gen Altered Experience ETF shares in Q3 2022.
  • Sargent Bickham Lagudis first reported a position in Defiance Next Gen Altered Experience ETF in Q4 2021 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Defiance Next Gen Altered Experience ETF position peaked at $0 in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Defiance Next Gen Altered Experience ETF as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.