WESPAC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,789
| Closed | -$449K | – | 113 |
|
|
2022
Q1 | $449K | Hold |
14,789
| – | – | 0.49% | 74 |
|
|
2021
Q4 | $477K | Buy |
14,789
+310
| +2% | +$10K | 0.32% | 101 |
|
|
2021
Q3 | $438K | Buy |
14,479
+6,858
| +90% | +$207K | 0.27% | 112 |
|
|
2021
Q2 | $234K | Sell |
7,621
-3,603
| -32% | -$111K | 0.45% | 88 |
|
|
2021
Q1 | $322K | Buy |
+11,224
| New | +$322K | 0.24% | 113 |
|