EFG
Ethos Financial Group’s Freedom Day Dividend ETF MBOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
8,772
-51,209
| -85% | -$1.72M | 0.03% | 344 |
|
|
2025
Q1 | $1.97M | Hold |
59,981
| – | – | 0.19% | 114 |
|
|
2024
Q4 | $1.97M | Buy |
59,981
+6,317
| +12% | +$207K | 0.26% | 75 |
|
|
2024
Q3 | $1.83M | Buy |
+53,664
| New | +$1.83M | 0.3% | 59 |
|
|
2024
Q2 | – | Sell |
-23,566
| Closed | -$757K | – | 305 |
|
|
2024
Q1 | $757K | Sell |
23,566
-79
| -0.3% | -$2.54K | 0.14% | 97 |
|
|
2023
Q4 | $677K | Sell |
23,645
-16,505
| -41% | -$473K | 0.14% | 106 |
|
|
2023
Q3 | $1.03M | Sell |
40,150
-455
| -1% | -$11.7K | 0.27% | 55 |
|
|
2023
Q2 | $1.01M | Hold |
40,605
| – | – | 0.34% | 47 |
|
|
2023
Q1 | $1.01M | Sell |
40,605
-105
| -0.3% | -$2.62K | 0.32% | 52 |
|
|
2022
Q4 | $1.04M | Buy |
+40,710
| New | +$1.04M | 0.35% | 46 |
|