ETFIDEA, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, ETFIDEA, LLC opened 9 positions, added to 95, reduced 105 and sold out of 5.
- Q3 2024: Stock JPST; Country of operation —; Class ULTRA SHRT INC; Shares before 17,780.
- Q2 2024: Stock FNDX; Country of operation —; Class SCHWAB FDT US LG; Shares before 42,208.
- Q2 2024: Stock DLN; Country of operation —; Class US LARGECAP DIVD; Shares before 3,264.
- Q2 2024: Stock GRNB; Country of operation —; Class GREEN BOND ETF; Shares before 8,640.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1957148), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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