Steward Partners Investment Advisory’s Formula Folios Hedged Growth ETF FFHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-70
| Closed | -$2K | – | 3364 |
|
|
2021
Q3 | $2K | Hold |
70
| – | – | ﹤0.01% | 3032 |
|
|
2021
Q2 | $2K | Sell |
70
-78
| -53% | -$2.23K | ﹤0.01% | 6907 |
|
|
2021
Q1 | $5.01K | Hold |
148
| – | – | ﹤0.01% | 3002 |
|
|
2020
Q4 | $4K | Hold |
148
| – | – | ﹤0.01% | 2598 |
|
|
2020
Q3 | $4K | Sell |
148
-440
| -75% | -$11.9K | ﹤0.01% | 2459 |
|
|
2020
Q2 | $14K | Hold |
588
| – | – | ﹤0.01% | 1919 |
|
|
2020
Q1 | $13K | Buy |
+588
| New | +$13K | ﹤0.01% | 1774 |
|