Sound Income Strategies’s Formula Folios Hedged Growth ETF FFHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-993
| Closed | -$32.2K | – | 1418 |
|
|
2023
Q3 | $32.2K | Buy |
+993
| New | +$32.8K | ﹤0.01% | 364 |
|
|
2021
Q2 | – | Sell |
-77
| Closed | -$2.61K | – | 1075 |
|
|
2021
Q1 | $2.61K | Buy |
+77
| New | +$2.49K | ﹤0.01% | 722 |
|
|
2020
Q4 | – | Sell |
-443
| Closed | -$11K | – | 967 |
|
|
2020
Q3 | $11K | Buy |
443
+343
| +343% | +$8.47K | ﹤0.01% | 404 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 665 |
|
|
2020
Q1 | $2K | Sell |
100
-585
| -85% | -$15.5K | ﹤0.01% | 623 |
|
|
2019
Q4 | $19K | Sell |
685
-120
| -15% | -$3.25K | 0.01% | 242 |
|
|
2019
Q3 | $21K | Sell |
805
-56
| -7% | -$1.48K | 0.01% | 211 |
|
|
2019
Q2 | $23K | Sell |
861
-85
| -9% | -$2.28K | 0.01% | 213 |
|
|
2019
Q1 | $26K | Sell |
946
-858
| -48% | -$22.9K | 0.01% | 200 |
|
|
2018
Q4 | $47K | Sell |
1,804
-524
| -23% | -$14.2K | 0.02% | 138 |
|
|
2018
Q3 | $69K | Buy |
+2,328
| New | +$68.7K | 0.03% | 106 |
|
Sound Income Strategies's FFHG Position: Q4 2023 in Review
Sound Income Strategies sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2023, closing a stake of 993 shares — an estimated $32.2K sold.
Sound Income Strategies first reported a position in FFHG in Q3 2018 and held it in 11 quarters. The position peaked at $69K in Q3 2018. 0 funds tracked by Wall St. Rank hold FFHG as of Q4 2023.
- Sound Income Strategies reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2023 after selling out during the quarter.
- Sound Income Strategies sold 993 Formula Folios Hedged Growth ETF shares in Q4 2023, an estimated $32.2K.
- Sound Income Strategies first reported a position in Formula Folios Hedged Growth ETF in Q3 2018 and held it in 11 quarters.
- Sound Income Strategies's Formula Folios Hedged Growth ETF position peaked at $69K in Q3 2018.
- 0 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2023.
Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.