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ProVise Management Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

ProVise Management Group’s Portfolio KMLM Stock Details KMLM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,591
Closed -$323K – 350
2023
Q2 		$323K Sell
10,591
-3,529
-25% -$108K 0.03% 277
2023
Q1 		$416K Sell
14,120
-2,122
-13% -$62.6K 0.04% 249
2022
Q4 		$496K Buy
+16,242
New +$496K 0.05% 207