TWM
Triton 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
Q4 | $313K | Hold |
11,192
| – | – | 0.16% | 66 |
|
|
2024
Q3 | $326K | Hold |
11,192
| – | – | 0.19% | 59 |
|
|
2024
Q2 | $331K | Hold |
11,192
| – | – | 0.19% | 56 |
|
|
2024
Q1 | $345K | Buy |
11,192
+68
| +0.6% | +$2.1K | 0.24% | 47 |
|
|
2023
Q4 | $319K | Sell |
11,124
-21,455
| -66% | -$614K | 0.21% | 48 |
|
|
2023
Q3 | $1.01M | Sell |
32,579
-65
| -0.2% | -$2.01K | 0.68% | 19 |
|
|
2023
Q2 | $1.01M | Buy |
+32,644
| New | +$1.01M | 0.57% | 22 |
|