Atria Wealth Solutions’s HCM Defender 500 Index ETF LGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
+39,030
| New | +$2.12M | 0.05% | 402 |
|
|
2023
Q4 | – | Sell |
-5,478
| Closed | -$205K | – | 1971 |
|
|
2023
Q3 | $205K | Buy |
+5,478
| New | +$205K | ﹤0.01% | 1677 |
|
|
2023
Q2 | – | Sell |
-6,208
| Closed | -$218K | – | 1927 |
|
|
2023
Q1 | $218K | Sell |
6,208
-20,177
| -76% | -$708K | ﹤0.01% | 1613 |
|
|
2022
Q4 | $880K | Buy |
26,385
+11,629
| +79% | +$388K | 0.01% | 805 |
|
|
2022
Q3 | $490K | Buy |
14,756
+6,106
| +71% | +$203K | 0.01% | 1027 |
|
|
2022
Q2 | $300K | Buy |
8,650
+1,489
| +21% | +$51.6K | 0.01% | 1187 |
|
|
2022
Q1 | $298K | Buy |
+7,161
| New | +$298K | 0.01% | 1318 |
|