Avantax Advisory Services’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,174
| Closed | -$300K | – | 2234 |
|
|
2024
Q3 | $300K | Sell |
6,174
-1,999
| -24% | -$97.2K | ﹤0.01% | 1746 |
|
|
2024
Q2 | $377K | Sell |
8,173
-1,718
| -17% | -$79.2K | ﹤0.01% | 1550 |
|
|
2024
Q1 | $438K | Sell |
9,891
-1,411
| -12% | -$62.5K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $453K | Buy |
11,302
+1,827
| +19% | +$73.2K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $356K | Buy |
9,475
+436
| +5% | +$16.4K | ﹤0.01% | 1101 |
|
|
2023
Q2 | $352K | Buy |
9,039
+2,448
| +37% | +$95.3K | ﹤0.01% | 1097 |
|
|
2023
Q1 | $238K | Buy |
+6,591
| New | +$238K | ﹤0.01% | 1278 |
|