SteelPeak Wealth’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,025
| Closed | -$410K | – | 511 |
|
|
2024
Q3 | $410K | Hold |
14,025
| – | – | 0.02% | 333 |
|
|
2024
Q2 | $409K | Sell |
14,025
-4,500
| -24% | -$131K | 0.02% | 324 |
|
|
2024
Q1 | $554K | Hold |
18,525
| – | – | 0.03% | 273 |
|
|
2023
Q4 | $534K | Hold |
18,525
| – | – | 0.03% | 258 |
|
|
2023
Q3 | $603K | Buy |
18,525
+250
| +1% | +$8.14K | 0.04% | 225 |
|
|
2023
Q2 | $557K | Buy |
18,275
+1,600
| +10% | +$48.7K | 0.03% | 227 |
|
|
2023
Q1 | $492K | Buy |
+16,675
| New | +$492K | 0.03% | 242 |
|