LFGH
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Lee Financial Group Hawaii’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Lee Financial Group Hawaii’s Portfolio ALTL Stock Details ALTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-401,786
Closed -$13.5M – 29
2023
Q4 		$13.5M Sell
401,786
-8,813
-2% -$291K 11.51% 3
2023
Q3 		$14.1M Buy
410,599
+42,444
+12% +$1.57M 12.98% 3
2023
Q2 		$13.8M Buy
368,155
+4,226
+1% +$153K 12.63% 3
2023
Q1 		$13.8M Buy
363,929
+247,718
+213% +$9.67M 14.23% 3
2022
Q4 		$4.7M Sell
116,211
-1,982
-2% -$77.9K 4.62% 8
2022
Q3 		$4.23K Buy
118,193
+55
+0% +$2.27K 3.41% 9
2022
Q2 		$4.83M Sell
118,138
-1,306
-1% -$55.8K 4.72% 8
2022
Q1 		$5.35K Buy
+119,444
New +$5.28M 3.65% 9

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