Sugarloaf Wealth Management’s Aptus Defined Risk ETF DRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.3M | Buy |
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|
2024
Q3 | $66.2M | Buy |
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|
2024
Q2 | $62.4M | Buy |
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|
2024
Q1 | $60.8M | Buy |
|
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|
2023
Q4 | $52.1M | Sell |
|
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|
2023
Q3 | $52.3M | Sell |
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|
2023
Q2 | $61M | Buy |
|
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|
2023
Q1 | $62.1M | Buy |
|
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|
2022
Q4 | $56.1M | Sell |
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|
2022
Q3 | $78.3M | Buy |
|
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|
2022
Q2 | $79.7M | Sell |
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|
2022
Q1 | $86.6M | Buy |
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|
2021
Q4 | $82.3M | Buy |
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|
2021
Q3 | $76.7M | Buy |
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|
2021
Q2 | $72M | Buy |
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|
2021
Q1 | $66.6K | Sell |
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|
2020
Q4 | $51.1M | Buy |
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|
2020
Q3 | $49M | Buy |
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|
2020
Q2 | $40.4M | Buy |
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|
2020
Q1 | $35M | Buy |
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|
2019
Q4 | $24.8M | Buy |
|