Mosley Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$749K Sell
42,053
-1,710
-4% -$30.4K 0.46% 49
2024
Q3
$761K Sell
43,763
-2,047
-4% -$35.6K 0.52% 40
2024
Q2
$749K Sell
45,810
-40
-0.1% -$654 0.64% 29
2024
Q1
$714K Sell
45,850
-10,717
-19% -$167K 0.67% 32
2023
Q4
$781K Buy
+56,567
New +$781K 0.77% 28