Selective Wealth Management’s Anfield Diversified Alternatives ETF DALT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,326
| Closed | -$27K | – | 775 |
|
2022
Q3 | $27K | Sell |
3,326
-180
| -5% | -$1.46K | 0.01% | 386 |
|
2022
Q2 | $31K | Sell |
3,506
-743
| -17% | -$6.57K | 0.01% | 403 |
|
2022
Q1 | $43K | Hold |
4,249
| – | – | 0.02% | 330 |
|
2021
Q4 | $44K | Buy |
4,249
+1,519
| +56% | +$15.7K | 0.02% | 296 |
|
2021
Q3 | $28K | Buy |
+2,730
| New | +$28K | 0.01% | 335 |
|