MSWM
Mowery & Schoenfeld Wealth Management’s Leuthold Core ETF LCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
11,252
-1,415
| -11% | -$51.2K | 0.62% | 28 |
|
|
2025
Q1 | $434K | Buy |
+12,667
| New | +$434K | 0.85% | 30 |
|
|
2024
Q4 | – | Sell |
-92,291
| Closed | -$3.27M | – | 507 |
|
|
2024
Q3 | $3.27M | Sell |
92,291
-19,044
| -17% | -$675K | 5.17% | 4 |
|
|
2024
Q2 | $3.75M | Buy |
111,335
+24,097
| +28% | +$812K | 5.38% | 5 |
|
|
2024
Q1 | $2.94M | Sell |
87,238
-680
| -0.8% | -$22.9K | 5.67% | 5 |
|
|
2023
Q4 | $2.83M | Buy |
+87,918
| New | +$2.83M | 5.71% | 5 |
|