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Lee Financial’s Cultivar ETF CVAR Stock Holding History

Lee Financial’s Portfolio CVAR Stock Details CVAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,000
Closed -$169K – 853
2022
Q2 		$169K Buy
+7,000
New +$179K 0.03% 153

Other funds holding CVAR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's CVAR Position: Q3 2022 in Review

Lee Financial sold out of Cultivar ETF (CVAR) in Q3 2022, closing a stake of 7,000 shares — an estimated $169K sold.

Lee Financial first reported a position in CVAR in Q2 2022 and held it in 1 quarter. The position peaked at $169K in Q2 2022. 1 fund tracked by Wall St. Rank holds CVAR as of Q3 2022.

  • Lee Financial reported no remaining Cultivar ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 7,000 Cultivar ETF shares in Q3 2022, an estimated $169K.
  • Lee Financial first reported a position in Cultivar ETF in Q2 2022 and held it in 1 quarter.
  • Lee Financial's Cultivar ETF position peaked at $169K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Cultivar ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.