Evolution Wealth Advisors’s LeaderShares Activist Leaders ETF ACTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,175
| Closed | -$592K | – | 122 |
|
|
2022
Q4 | $592K | Hold |
20,175
| – | – | 0.15% | 66 |
|
|
2022
Q3 | $537K | Hold |
20,175
| – | – | 0.15% | 62 |
|
|
2022
Q2 | $614K | Hold |
20,175
| – | – | 0.16% | 66 |
|
|
2022
Q1 | $727K | Hold |
20,175
| – | – | 0.15% | 65 |
|
|
2021
Q4 | $735 | Buy |
+20,175
| New | +$735 | 0.11% | 63 |
|