SWM
Silverlake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,795
| Closed | -$221K | – | 241 |
|
|
2023
Q3 | $221K | Hold |
6,795
| – | – | 0.12% | 200 |
|
|
2023
Q2 | $207K | Hold |
6,795
| – | – | 0.12% | 209 |
|
|
2023
Q1 | $200K | Hold |
6,795
| – | – | 0.12% | 198 |
|
|
2022
Q4 | $208K | Buy |
+6,795
| New | +$208K | 0.13% | 192 |
|