Zimmermann Investment Management & Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,276
| Closed | -$662K | – | 120 |
|
|
2023
Q1 | $662K | Sell |
11,276
-721
| -6% | -$42.3K | 0.35% | 57 |
|
|
2022
Q4 | $712K | Sell |
11,997
-20
| -0.2% | -$1.19K | 0.41% | 46 |
|
|
2022
Q3 | $632K | Sell |
12,017
-5,456
| -31% | -$287K | 0.39% | 45 |
|
|
2022
Q2 | $951K | Sell |
17,473
-2,309
| -12% | -$126K | 0.65% | 38 |
|
|
2022
Q1 | $1.26M | Sell |
19,782
-33,053
| -63% | -$2.11M | 0.75% | 37 |
|
|
2021
Q4 | $3.42M | Buy |
+52,835
| New | +$3.42M | 1.92% | 21 |
|