Axxcess Wealth Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,110
Closed -$217K 945
2023
Q3
$217K Sell
9,110
-2,903
-24% -$69K 0.01% 707
2023
Q2
$283K Sell
12,013
-950
-7% -$22.4K 0.02% 462
2023
Q1
$306K Buy
+12,963
New +$306K 0.02% 472