GeoWealth Management’s HCM Defender 500 Index ETF LGH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-65,419
Closed -$2.17M 225
2020
Q4
$2.17M Sell
65,419
-4,201
-6% -$139K 0.35% 80
2020
Q3
$1.99M Buy
69,620
+15,983
+30% +$458K 0.6% 57
2020
Q2
$1.35M Buy
53,637
+40,346
+304% +$1.02M 0.56% 54
2020
Q1
$300K Buy
+13,291
New +$300K 0.21% 70