Milestone Asset Management’s LHA Market State Alpha Seeker ETF MSVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,728
| Closed | -$209K | – | 210 |
|
|
2024
Q1 | $209K | Sell |
8,728
-46,157
| -84% | -$1.11M | 0.06% | 163 |
|
|
2023
Q4 | $1.31M | Sell |
54,885
-4,318
| -7% | -$103K | 0.43% | 15 |
|
|
2023
Q3 | $1.41M | Sell |
59,203
-9,324
| -14% | -$222K | 0.49% | 16 |
|
|
2023
Q2 | $1.61M | Sell |
68,527
-1,906
| -3% | -$44.9K | 0.71% | 10 |
|
|
2023
Q1 | $1.66M | Sell |
70,433
-272
| -0.4% | -$6.42K | 0.95% | 23 |
|
|
2022
Q4 | $1.76M | Buy |
+70,705
| New | +$1.76M | 1.05% | 18 |
|