Legend Financial Advisors’s Leuthold Core ETF LCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.12M | Buy |
252,081
+11,097
| +5% | +$401K | 6.06% | 6 |
|
2025
Q1 | $8.26M | Sell |
240,984
-99
| -0% | -$3.39K | 6.07% | 6 |
|
2024
Q4 | $8.28M | Buy |
241,083
+2,823
| +1% | +$96.9K | 5.84% | 7 |
|
2024
Q3 | $8.44M | Sell |
238,260
-5,239
| -2% | -$186K | 5.83% | 8 |
|
2024
Q2 | $8.2M | Sell |
243,499
-8,464
| -3% | -$285K | 5.82% | 7 |
|
2024
Q1 | $8.5M | Buy |
251,963
+3,690
| +1% | +$125K | 6.16% | 7 |
|
2023
Q4 | $7.99M | Sell |
248,273
-2,795
| -1% | -$89.9K | 6.42% | 6 |
|
2023
Q3 | $7.61M | Sell |
251,068
-1,632
| -0.6% | -$49.5K | 6.49% | 5 |
|
2023
Q2 | $7.83M | Sell |
252,700
-7,991
| -3% | -$248K | 6.54% | 5 |
|
2023
Q1 | $7.74M | Buy |
260,691
+288
| +0.1% | +$8.55K | 6.5% | 5 |
|
2022
Q4 | $7.55M | Sell |
260,403
-4,018
| -2% | -$116K | 6.6% | 4 |
|
2022
Q3 | $7.27M | Buy |
+264,421
| New | +$7.27M | 6.83% | 3 |
|