Monterey Private Wealth’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Monterey Private Wealth’s Portfolio MSTB Stock Details MSTB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$944K	Sell
2021 Q4	$1.23M	Buy
2021 Q3	$1.14M	Buy
2021 Q2	$308K	Sell
2021 Q1	$334K	Buy