Panoramic Investment Advisors’s HCM Defender 500 Index ETF LGH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
27,379
-3,095
| -10% | -$168K | 0.92% | 38 |
|
|
2025
Q1 | $1.47M | Hold |
30,474
| – | – | 0.99% | 34 |
|
|
2024
Q4 | $1.59M | Buy |
30,474
+68
| +0.2% | +$3.54K | 1.03% | 32 |
|
|
2024
Q3 | $1.54M | Buy |
+30,406
| New | +$1.54M | 1.07% | 32 |
|
|
2024
Q1 | $1.43M | Sell |
30,640
-3,123
| -9% | -$145K | 1.05% | 31 |
|
|
2023
Q4 | $1.39M | Sell |
33,763
-517
| -2% | -$21.3K | 1.2% | 27 |
|
|
2023
Q3 | $1.28M | Buy |
+34,280
| New | +$1.28M | 1.18% | 27 |
|
|
2022
Q4 | $1.06M | Buy |
+31,854
| New | +$1.06M | 1.09% | 27 |
|