LWM
Ledge Wealth Management’s American Century Multisector Income ETF MUSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.4M | Buy |
329,607
+7,827
| +2% | +$341K | 5.59% | 5 |
|
|
2023
Q3 | $13.4M | Buy |
321,780
+6,337
| +2% | +$265K | 6.03% | 5 |
|
|
2023
Q2 | $13.5M | Buy |
315,443
+6,772
| +2% | +$290K | 6.45% | 4 |
|
|
2023
Q1 | $13.5M | Buy |
308,671
+68,297
| +28% | +$2.98M | 6.39% | 3 |
|
|
2022
Q4 | $10.3M | Buy |
+240,374
| New | +$10.3M | 4.69% | 5 |
|