Wealthcare Advisory Partners’s DeltaShares S&P 500 Managed Risk ETF DMRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-654
| Closed | -$44K | – | 2063 |
|
2021
Q1 | $44K | Buy |
+654
| New | +$44K | ﹤0.01% | 920 |
|
2020
Q2 | – | Sell |
-1,734
| Closed | -$95K | – | 1481 |
|
2020
Q1 | $95K | Sell |
1,734
-138
| -7% | -$7.56K | 0.01% | 382 |
|
2019
Q4 | $115K | Sell |
1,872
-1,770
| -49% | -$109K | 0.01% | 377 |
|
2019
Q3 | $207K | Sell |
3,642
-144
| -4% | -$8.19K | 0.03% | 268 |
|
2019
Q2 | $215K | Buy |
+3,786
| New | +$215K | 0.03% | 260 |
|