Sugarloaf Wealth Management’s Aptus Behavioral Momentum ETF ADME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $2.81M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $30.8M | Buy |
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|
2022
Q3 | $29.8M | Sell |
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|
2022
Q2 | $33.8M | Buy |
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|
2022
Q1 | $38.3M | Buy |
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|
2021
Q4 | $37.3M | Buy |
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|
2021
Q3 | $32.2M | Sell |
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|
2021
Q2 | $33.1M | Buy |
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|
2021
Q1 | $28.4K | Sell |
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|
2020
Q4 | $25.8M | Buy |
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|
2020
Q3 | $23.8M | Buy |
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|
2020
Q2 | $21.2M | Buy |
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|
2020
Q1 | $17.8M | Buy |
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|
2019
Q4 | $14.8M | Buy |
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