UBS Group’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-890
| Closed | -$19.1K | – | 8909 |
|
|
2023
Q2 | $19.1K | Sell |
890
-2,880
| -76% | -$61.6K | ﹤0.01% | 5827 |
|
|
2023
Q1 | $79.2K | Sell |
3,770
-526
| -12% | -$11K | ﹤0.01% | 5039 |
|
|
2022
Q4 | $89.3K | Sell |
4,296
-164
| -4% | -$3.41K | ﹤0.01% | 5083 |
|
|
2022
Q3 | $98K | Buy |
4,460
+4,355
| +4,148% | +$95.7K | ﹤0.01% | 4681 |
|
|
2022
Q2 | $3K | Sell |
105
-3,441
| -97% | -$98.3K | ﹤0.01% | 8380 |
|
|
2022
Q1 | $96K | Buy |
3,546
+1,851
| +109% | +$50.1K | ﹤0.01% | 4957 |
|
|
2021
Q4 | $49K | Sell |
1,695
-265
| -14% | -$7.66K | ﹤0.01% | 5826 |
|
|
2021
Q3 | $53K | Buy |
1,960
+1,250
| +176% | +$33.8K | ﹤0.01% | 5197 |
|
|
2021
Q2 | $20K | Buy |
+710
| New | +$20K | ﹤0.01% | 6267 |
|