Capital Planning’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Hold |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $419K | Hold |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $430K | Hold |
|
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|
2024
Q2 | $420K | Sell |
|
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $206K | Buy |
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