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 |
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2025
Q1 | $1.76M | Sell |
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2024
Q4 | $1.84M | Sell |
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2024
Q3 | $1.88M | Sell |
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2024
Q2 | $1.85M | Sell |
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2024
Q1 | $2.34M | Sell |
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2023
Q4 | $2.32M | Sell |
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2023
Q3 | $2.62M | Sell |
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2023
Q2 | $8.2M | Sell |
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2023
Q1 | $8.15M | Buy |
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2022
Q4 | $7.43M | Sell |
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2022
Q3 | $7.73M | Buy |
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2022
Q2 | $7.83M | Buy |
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2022
Q1 | $9.01M | Buy |
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2021
Q4 | $9.01M | Buy |
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2021
Q3 | $1.11M | Buy |
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2021
Q2 | $964K | Buy |
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2021
Q1 | $706K | Buy |
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2020
Q4 | $368K | Buy |
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