PWM
Provident Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,817
| Closed | -$629K | – | 113 |
|
|
2023
Q4 | $629K | Sell |
21,817
-43
| -0.2% | -$1.24K | 0.28% | 38 |
|
|
2023
Q3 | $712K | Sell |
21,860
-1,056
| -5% | -$34.4K | 0.35% | 36 |
|
|
2023
Q2 | $698K | Sell |
22,916
-1,950
| -8% | -$59.4K | 0.34% | 35 |
|
|
2023
Q1 | $733K | Sell |
24,866
-600
| -2% | -$17.7K | 0.38% | 34 |
|
|
2022
Q4 | $778K | Buy |
+25,466
| New | +$778K | 0.46% | 32 |
|