SWM
Sugarloaf Wealth Management’s Aptus Enhanced Yield ETF JUCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.3M | Sell |
1,330,056
-33,004
| -2% | -$752K | 5.73% | 4 |
|
|
2024
Q3 | $31.6M | Sell |
1,363,060
-172,594
| -11% | -$4.01M | 5.98% | 4 |
|
|
2024
Q2 | $35.5M | Sell |
1,535,654
-38,740
| -2% | -$896K | 7.19% | 3 |
|
|
2024
Q1 | $36.8M | Buy |
1,574,394
+107,498
| +7% | +$2.51M | 7.62% | 3 |
|
|
2023
Q4 | $34.7M | Sell |
1,466,896
-107,388
| -7% | -$2.54M | 8.37% | 2 |
|
|
2023
Q3 | $38.1M | Sell |
1,574,284
-188,321
| -11% | -$4.56M | 9.64% | 2 |
|
|
2023
Q2 | $42.9M | Buy |
1,762,605
+158,680
| +10% | +$3.87M | 10.05% | 3 |
|
|
2023
Q1 | $40M | Buy |
1,603,925
+378,613
| +31% | +$9.44M | 9.82% | 3 |
|
|
2022
Q4 | $30.7M | Buy |
+1,225,312
| New | +$30.7M | 7.72% | 4 |
|