BDO Wealth Advisors’s Leuthold Core ETF LCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-649
| Closed | -$18.8K | – | 1078 |
|
|
2022
Q4 | $18.8K | Sell |
649
-97
| -13% | -$2.81K | ﹤0.01% | 589 |
|
|
2022
Q3 | $21K | Sell |
746
-548
| -42% | -$15.4K | ﹤0.01% | 566 |
|
|
2022
Q2 | $36K | Hold |
1,294
| – | – | ﹤0.01% | 465 |
|
|
2022
Q1 | $40K | Sell |
1,294
-1,232
| -49% | -$38.1K | ﹤0.01% | 471 |
|
|
2021
Q4 | $80K | Hold |
2,526
| – | – | 0.01% | 379 |
|
|
2021
Q3 | $76K | Sell |
2,526
-381
| -13% | -$11.5K | 0.01% | 387 |
|
|
2021
Q2 | $88K | Sell |
2,907
-380
| -12% | -$11.5K | 0.01% | 385 |
|
|
2021
Q1 | $96K | Buy |
+3,287
| New | +$96K | 0.01% | 358 |
|