WealthPlan Investment Management’s Aptus Defined Risk ETF DRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,181
| Closed | -$79.1K | – | 209 |
|
|
2023
Q2 | $79.1K | Sell |
3,181
-6,652
| -68% | -$165K | 0.02% | 169 |
|
|
2023
Q1 | $255K | Sell |
9,833
-5,260
| -35% | -$137K | 0.04% | 146 |
|
|
2022
Q4 | $392K | Buy |
15,093
+369
| +3% | +$9.57K | 0.03% | 280 |
|
|
2022
Q3 | $386K | Buy |
+14,724
| New | +$386K | 0.03% | 272 |
|
|
2022
Q1 | $9.26M | Buy |
+342,825
| New | +$9.26M | 0.64% | 57 |
|