Selective Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-759
| Closed | -$8K | – | 141 |
|
|
2022
Q3 | $8K | Hold |
759
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $8K | Sell |
759
-154
| -17% | -$1.62K | ﹤0.01% | 579 |
|
|
2022
Q1 | $12K | Hold |
913
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $13K | Buy |
913
+86
| +10% | +$1.23K | 0.01% | 462 |
|
|
2021
Q3 | $11K | Buy |
+827
| New | +$11K | 0.01% | 422 |
|