LVZ Inc’s Principal Investment Grade Corporate Active ETF IG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,543
| Closed | -$296K | – | 154 |
|
|
2024
Q4 | $296K | Buy |
14,543
+422
| +3% | +$8.58K | 0.04% | 116 |
|
|
2024
Q3 | $302K | Sell |
14,121
-2,520
| -15% | -$53.9K | 0.04% | 110 |
|
|
2024
Q2 | $340K | Sell |
16,641
-735
| -4% | -$15K | 0.05% | 89 |
|
|
2024
Q1 | $359K | Sell |
17,376
-4,820
| -22% | -$99.6K | 0.05% | 86 |
|
|
2023
Q4 | $466K | Sell |
22,196
-9,051
| -29% | -$190K | 0.07% | 75 |
|
|
2023
Q3 | $615K | Sell |
31,247
-27,769
| -47% | -$546K | 0.1% | 52 |
|
|
2023
Q2 | $1.21M | Buy |
+59,016
| New | +$1.21M | 0.17% | 47 |
|