LRIA
Leonard Rickey Investment Advisors’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
7,556
-25
| -0.3% | -$1.12K | 0.07% | 81 |
|
|
2025
Q1 | $297K | Buy |
7,581
+50
| +0.7% | +$1.96K | 0.06% | 77 |
|
|
2024
Q4 | $317K | Sell |
7,531
-228
| -3% | -$9.59K | 0.07% | 78 |
|
|
2024
Q3 | $323K | Buy |
7,759
+460
| +6% | +$19.1K | 0.07% | 80 |
|
|
2024
Q2 | $288K | Sell |
7,299
-301
| -4% | -$11.9K | 0.07% | 81 |
|
|
2024
Q1 | $292K | Sell |
7,600
-142
| -2% | -$5.46K | 0.08% | 69 |
|
|
2023
Q4 | $276K | Sell |
7,742
-141
| -2% | -$5.02K | 0.08% | 69 |
|
|
2023
Q3 | $269K | Sell |
7,883
-163
| -2% | -$5.56K | 0.09% | 66 |
|
|
2023
Q2 | $286K | Sell |
8,046
-7
| -0.1% | -$249 | 0.11% | 57 |
|
|
2023
Q1 | $266K | Buy |
+8,053
| New | +$266K | 0.1% | 56 |
|