Liberty Wealth Management’s The Long-Term Care ETF OLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-500
| Closed | -$16K | – | 1258 |
|
|
2021
Q2 | $16K | Buy |
500
+2
| +0.4% | +$64 | 0.01% | 559 |
|
|
2021
Q1 | $14K | Hold |
498
| – | – | 0.01% | 535 |
|
|
2020
Q4 | $14K | Buy |
498
+6
| +1% | +$169 | 0.01% | 532 |
|
|
2020
Q3 | $12K | Buy |
492
+2
| +0.4% | +$49 | 0.01% | 494 |
|
|
2020
Q2 | $11K | Buy |
490
+2
| +0.4% | +$45 | 0.01% | 484 |
|
|
2020
Q1 | $10K | Hold |
488
| – | – | 0.01% | 472 |
|
|
2019
Q4 | $15K | Buy |
488
+7
| +1% | +$215 | 0.01% | 469 |
|
|
2019
Q3 | $15K | Buy |
+481
| New | +$15K | 0.01% | 447 |
|