Symphony Financial’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,213	Closed	-$303K	–	241
2024 Q3	$303K	Sell	10,213 -206	-2%	-$6.1K	0.05%	184
2024 Q2	$292K	Buy	10,419 +2,365	+29%	+$66.3K	0.05%	176
2024 Q1	$224K	Buy	+8,054	New	+$224K	0.05%	176