Tyler-Stone Wealth Management’s ALPS Disruptive Technologies ETF DTEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-625
| Closed | -$25.8K | – | 449 |
|
2024
Q2 | $25.8K | Hold |
625
| – | – | 0.01% | 473 |
|
2024
Q1 | $26.4K | Hold |
625
| – | – | 0.01% | 462 |
|
2023
Q4 | $25.9K | Hold |
625
| – | – | 0.01% | 456 |
|
2023
Q3 | $22K | Hold |
625
| – | – | 0.01% | 461 |
|
2023
Q2 | $25K | Buy |
+625
| New | +$25K | 0.01% | 443 |
|
2022
Q4 | $21K | Hold |
625
| – | – | 0.01% | 439 |
|
2022
Q3 | $20K | Hold |
625
| – | – | 0.02% | 432 |
|
2022
Q2 | $21K | Hold |
625
| – | – | 0.01% | 438 |
|
2022
Q1 | $27K | Hold |
625
| – | – | 0.01% | 423 |
|
2021
Q4 | $30K | Buy |
+625
| New | +$30K | 0.02% | 433 |
|