Lee Financial’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Lee Financial’s Portfolio CLRG Stock Details CLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50	Closed	-$1.6K	–	941
2023 Q3	$1.6K	Buy	+50	New	+$1.66K	﹤0.01%	731

Lee Financial's CLRG Position: Q4 2023 in Review

Lee Financial sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q4 2023, closing a stake of 50 shares — an estimated $1.6K sold.

Lee Financial first reported a position in CLRG in Q3 2023 and held it in 1 quarter. The position peaked at $1.6K in Q3 2023. 0 funds tracked by Wall St. Rank hold CLRG as of Q4 2023.

Lee Financial reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 50 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q4 2023, an estimated $1.6K.
Lee Financial first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q3 2023 and held it in 1 quarter.
Lee Financial's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $1.6K in Q3 2023.
0 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.