Ownership history in Well Done, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Well Done, LLC reported a position in ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Well Done, LLC underperformed the S&P 500 by β5.8% annually on this QVAL position. Timing score: 41% (9/22 decisions correct). Average cost basis: $39.58. Maximum drawdown during holding period: β20.7%.
β Significantly underperformed the S&P 500 by 5.8% ann.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 22 add/trim decisions correct
Best entry: $20.34 (2020 Q2) Β· Worst: $43.63 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 11 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.93% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size