Blue Trust Inc’s 2ndVote Life Neutral Plus ETF LYFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,893
Closed -$63K 2757
2023
Q3
$63K Hold
1,893
﹤0.01% 776
2023
Q2
$60K Buy
1,893
+40
+2% +$1.26K ﹤0.01% 646
2023
Q1
$54K Hold
1,853
﹤0.01% 1007
2022
Q4
$51K Hold
1,853
﹤0.01% 913
2022
Q3
$52K Buy
+1,853
New +$54.4K ﹤0.01% 739

Blue Trust Inc's LYFE Position: Q4 2023 in Review

Blue Trust Inc sold out of 2ndVote Life Neutral Plus ETF (LYFE) in Q4 2023, closing a stake of 1,893 shares — an estimated $63K sold.

Blue Trust Inc first reported a position in LYFE in Q3 2022 and held it in 5 quarters. The position peaked at $63K in Q3 2023. 0 funds tracked by Wall St. Rank hold LYFE as of Q4 2023.

  • Blue Trust Inc reported no remaining 2ndVote Life Neutral Plus ETF position as of Q4 2023 after selling out during the quarter.
  • Blue Trust Inc sold 1,893 2ndVote Life Neutral Plus ETF shares in Q4 2023, an estimated $63K.
  • Blue Trust Inc first reported a position in 2ndVote Life Neutral Plus ETF in Q3 2022 and held it in 5 quarters.
  • Blue Trust Inc's 2ndVote Life Neutral Plus ETF position peaked at $63K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held 2ndVote Life Neutral Plus ETF as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.