Valley Financial Management’s SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-37,882
Closed -$1.12M 47
2022
Q4
$1.12M Sell
37,882
-4,017
-10% -$118K 0.62% 32
2022
Q3
$1.32M Buy
+41,899
New +$1.32M 0.79% 30