Evolution Wealth Advisors’s LeaderShares Equity Skew ETF SQEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,070
| Closed | -$307K | – | 133 |
|
|
2022
Q4 | $307K | Hold |
11,070
| – | – | 0.08% | 95 |
|
|
2022
Q3 | $296K | Hold |
11,070
| – | – | 0.08% | 89 |
|
|
2022
Q2 | $309K | Hold |
11,070
| – | – | 0.08% | 87 |
|
|
2022
Q1 | $362K | Sell |
11,070
-10,000
| -47% | -$327K | 0.07% | 82 |
|
|
2021
Q4 | $740 | Buy |
+21,070
| New | +$740 | 0.11% | 61 |
|