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Fermata Advisors’s loanDepot LDI Stock Holding History

Fermata Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,500
Closed -$22K – 255
2025
Q1 		$22K Buy
+18,500
New +$22K ﹤0.01% 285