Koshinski Asset Management’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,435
Closed -$100K 1457
2022
Q1
$100K Buy
4,435
+470
+12% +$10.8K 0.01% 825
2021
Q4
$97.9K Buy
+3,965
New +$98K 0.01% 869

Other funds holding MSMR

Koshinski Asset Management's MSMR Position: Q2 2022 in Review

Koshinski Asset Management sold out of McElhenny Sheffield Managed Risk ETF (MSMR) in Q2 2022, closing a stake of 4,435 shares — an estimated $100K sold.

Koshinski Asset Management first reported a position in MSMR in Q4 2021 and held it in 2 quarters. The position peaked at $100K in Q1 2022. 2 funds tracked by Wall St. Rank hold MSMR as of Q2 2022.

  • Koshinski Asset Management reported no remaining McElhenny Sheffield Managed Risk ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 4,435 McElhenny Sheffield Managed Risk ETF shares in Q2 2022, an estimated $100K.
  • Koshinski Asset Management first reported a position in McElhenny Sheffield Managed Risk ETF in Q4 2021 and held it in 2 quarters.
  • Koshinski Asset Management's McElhenny Sheffield Managed Risk ETF position peaked at $100K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.