HFG Wealth Management’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
346,528
-5,697
| -2% | -$180K | 6.69% | 4 |
|
|
2025
Q1 | $11.6M | Sell |
352,225
-143,616
| -29% | -$4.74M | 7.04% | 3 |
|
|
2024
Q4 | $16.1M | Sell |
495,841
-21,530
| -4% | -$700K | 10.45% | 2 |
|
|
2024
Q3 | $16.4M | Hold |
517,371
| – | – | 10.48% | 2 |
|
|
2024
Q2 | $16.4M | Sell |
517,371
-113,373
| -18% | -$3.6M | 10.48% | 2 |
|
|
2024
Q1 | $19.5M | Sell |
630,744
-2,909,172
| -82% | -$89.9M | 11.48% | 1 |
|
|
2023
Q4 | $102M | Buy |
+3,539,916
| New | +$102M | 25.12% | 1 |
|
|
2023
Q1 | $122M | Buy |
+4,469,928
| New | +$122M | 25.28% | 1 |
|