Triumph Capital Management’s LHA Market State Tactical Beta ETF MSTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,907
| Closed | -$325K | – | 240 |
|
|
2023
Q2 | $325K | Buy |
+11,907
| New | +$325K | 0.15% | 137 |
|
|
2022
Q1 | – | Sell |
-117,441
| Closed | -$3.79M | – | 228 |
|
|
2021
Q4 | $3.79M | Buy |
117,441
+14,762
| +14% | +$476K | 1.64% | 11 |
|
|
2021
Q3 | $3.11M | Buy |
102,679
+19,832
| +24% | +$600K | 1.46% | 14 |
|
|
2021
Q2 | $2.58M | Buy |
+82,847
| New | +$2.58M | 1.51% | 13 |
|