Whitney & Co’s Franklin Disruptive Commerce ETF BUYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,720
| Closed | -$208K | – | 123 |
|
|
2022
Q1 | $208K | Buy |
6,720
+155
| +2% | +$4.8K | 0.03% | 126 |
|
|
2021
Q4 | $271K | Sell |
6,565
-845
| -11% | -$34.9K | 0.04% | 120 |
|
|
2021
Q3 | $366K | Hold |
7,410
| – | – | 0.06% | 100 |
|
|
2021
Q2 | $399K | Buy |
7,410
+195
| +3% | +$10.5K | 0.06% | 99 |
|
|
2021
Q1 | $356K | Buy |
7,215
+1,625
| +29% | +$80.2K | 0.06% | 100 |
|
|
2020
Q4 | $306K | Buy |
+5,590
| New | +$306K | 0.05% | 106 |
|