Dynamic Advisor Solutions’s Leuthold Core ETF LCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,834
| Closed | -$405K | – | 911 |
|
|
2025
Q1 | $405K | Buy |
11,834
+1,092
| +10% | +$37.4K | 0.01% | 631 |
|
|
2024
Q4 | $369K | Buy |
10,742
+2,038
| +23% | +$70K | 0.02% | 489 |
|
|
2024
Q3 | $308K | Buy |
8,704
+41
| +0.5% | +$1.45K | 0.01% | 740 |
|
|
2024
Q2 | $292K | Sell |
8,663
-367
| -4% | -$12.4K | 0.01% | 771 |
|
|
2024
Q1 | $305K | Sell |
9,030
-317
| -3% | -$10.7K | 0.01% | 756 |
|
|
2023
Q4 | $296K | Sell |
9,347
-972
| -9% | -$30.8K | 0.01% | 720 |
|
|
2023
Q3 | $313K | Sell |
10,319
-2,353
| -19% | -$71.3K | 0.01% | 646 |
|
|
2023
Q2 | $393K | Sell |
12,672
-619
| -5% | -$19.2K | 0.02% | 564 |
|
|
2023
Q1 | $395K | Buy |
13,291
+3,485
| +36% | +$104K | 0.02% | 526 |
|
|
2022
Q4 | $284K | Sell |
9,806
-788
| -7% | -$22.8K | 0.02% | 567 |
|
|
2022
Q3 | $291K | Buy |
10,594
+295
| +3% | +$8.1K | 0.02% | 539 |
|
|
2022
Q2 | $289K | Buy |
10,299
+2,489
| +32% | +$69.8K | 0.02% | 547 |
|
|
2022
Q1 | $240K | Hold |
7,810
| – | – | 0.02% | 622 |
|
|
2021
Q4 | $247K | Sell |
7,810
-666
| -8% | -$21.1K | 0.02% | 622 |
|
|
2021
Q3 | $255K | Sell |
8,476
-559
| -6% | -$16.8K | 0.02% | 624 |
|
|
2021
Q2 | $273K | Sell |
9,035
-28,735
| -76% | -$868K | 0.02% | 574 |
|
|
2021
Q1 | $1.1M | Sell |
37,770
-882
| -2% | -$25.6K | 0.1% | 234 |
|
|
2020
Q4 | $1.09M | Buy |
38,652
+608
| +2% | +$17.2K | 0.1% | 227 |
|
|
2020
Q3 | $1.01M | Buy |
+38,044
| New | +$1.01M | 0.12% | 203 |
|