Independent Solutions Wealth Management’s Alexis Practical Tactical ETF LEXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
399,159
+25,709
| +7% | +$831K | 2.52% | 8 |
|
|
2025
Q1 | $10.9M | Buy |
373,450
+35,695
| +11% | +$1.05M | 2.45% | 7 |
|
|
2024
Q4 | $10.2M | Buy |
337,755
+282,836
| +515% | +$8.52M | 2.23% | 8 |
|
|
2024
Q3 | $1.68M | Buy |
54,919
+33,341
| +155% | +$1.02M | 0.38% | 80 |
|
|
2024
Q2 | $629K | Buy |
21,578
+13,193
| +157% | +$385K | 0.14% | 111 |
|
|
2024
Q1 | $239K | Buy |
+8,385
| New | +$239K | 0.06% | 160 |
|