Palumbo Wealth Management’s LHA Market State Tactical Beta ETF MSTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.94M Sell
2025
Q1
$1.76M Sell
2024
Q4
$1.84M Sell
2024
Q3
$1.88M Sell
2024
Q2
$1.85M Sell
2024
Q1
$2.34M Sell
2023
Q4
$2.32M Sell
2023
Q3
$2.62M Sell
2023
Q2
$8.2M Sell
2023
Q1
$8.15M Buy
2022
Q4
$7.43M Sell
2022
Q3
$7.73M Buy
2022
Q2
$7.83M Buy
2022
Q1
$9.01M Buy
2021
Q4
$9.01M Buy
2021
Q3
$1.11M Buy
2021
Q2
$964K Buy
2021
Q1
$706K Buy
2020
Q4
$368K Buy