SPW
WIZ

Surience Private Wealth’s Alpha Architect Merlyn.AI Bull-Rider Bear-Fighter ETF WIZ Stock Holding History

Surience Private Wealth’s Portfolio WIZ Stock Details WIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-159,074
Closed -$4.88M – 22
2022
Q2 		$4.88M Sell
159,074
-3,440
-2% -$105K 7.36% 4
2022
Q1 		$5.62M Buy
+162,514
New +$5.62M 4.91% 9