WealthShield Partners’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
Q1 | – | Sell |
-16,093
| Closed | -$464K | – | 500 |
|
|
2023
Q4 | $464K | Sell |
16,093
-30,242
| -65% | -$872K | 0.08% | 205 |
|
|
2023
Q3 | $1.51M | Buy |
46,335
+933
| +2% | +$30.4K | 0.23% | 118 |
|
|
2023
Q2 | $1.38M | Sell |
45,402
-6,927
| -13% | -$211K | 0.21% | 119 |
|
|
2023
Q1 | $1.54M | Buy |
52,329
+1,049
| +2% | +$30.9K | 0.25% | 109 |
|
|
2022
Q4 | $1.57M | Buy |
51,280
+5,475
| +12% | +$167K | 0.3% | 95 |
|
|
2022
Q3 | $1.76M | Buy |
45,805
+6,372
| +16% | +$244K | 0.35% | 78 |
|
|
2022
Q2 | $1.37M | Buy |
+39,433
| New | +$1.37M | 0.27% | 90 |
|