LFA
Longview Financial Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.15M | Sell |
119,353
-7,426
| -6% | -$196K | 2.67% | 9 |
|
2025
Q1 | $3.46M | Buy |
126,779
+3,152
| +3% | +$86K | 2.97% | 10 |
|
2024
Q4 | $3.47M | Buy |
123,627
+17,748
| +17% | +$499K | 2.74% | 12 |
|
2024
Q3 | $3.09M | Sell |
105,879
-31
| -0% | -$906 | 2.27% | 14 |
|
2024
Q2 | $3.09M | Buy |
105,910
+790
| +0.8% | +$23K | 2.35% | 14 |
|
2024
Q1 | $3.14M | Buy |
105,120
+7,370
| +8% | +$220K | 2.36% | 14 |
|
2023
Q4 | $2.82M | Buy |
+97,750
| New | +$2.82M | 2.26% | 14 |
|