FEM
MSVX
Fulcrum Equity Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,338
| Closed | -$426K | – | 81 |
|
|
2022
Q3 | $426K | Buy |
17,338
+643
| +4% | +$15.8K | 0.36% | 45 |
|
|
2022
Q2 | $424K | Buy |
+16,695
| New | +$424K | 0.34% | 45 |
|
|
2021
Q4 | – | Sell |
-21,510
| Closed | -$540K | – | 212 |
|
|
2021
Q3 | $540K | Buy |
21,510
+3,716
| +21% | +$93.3K | 0.21% | 81 |
|
|
2021
Q2 | $455K | Buy |
+17,794
| New | +$455K | 0.17% | 106 |
|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$231K | – | 181 |
|
|
2020
Q2 | $231K | Buy |
+10,000
| New | +$231K | 0.11% | 131 |
|