Sigma Planning Corp’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31,729
| Closed | -$958K | – | 1202 |
|
|
2023
Q1 | $958K | Buy |
31,729
+23
| +0.1% | +$694 | 0.03% | 529 |
|
|
2022
Q4 | $914K | Buy |
31,706
+9,686
| +44% | +$279K | 0.03% | 518 |
|
|
2022
Q3 | $619K | Sell |
22,020
-6,752
| -23% | -$190K | 0.02% | 644 |
|
|
2022
Q2 | $830K | Buy |
28,772
+7,081
| +33% | +$204K | 0.03% | 541 |
|
|
2022
Q1 | $683K | Buy |
+21,691
| New | +$683K | 0.02% | 699 |
|