WOSD
WFA of San Diego’s Leuthold Core ETF LCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4K | Buy |
+1,588
| New | +$57.4K | 0.04% | 189 |
|
|
2024
Q3 | $57.5K | Hold |
1,622
| – | – | 0.05% | 172 |
|
|
2024
Q2 | $54.6K | Buy |
+1,622
| New | +$54.6K | 0.05% | 171 |
|
|
2023
Q3 | $60.5K | Buy |
1,996
+30
| +2% | +$909 | 0.06% | 153 |
|
|
2023
Q2 | $60.9K | Buy |
+1,966
| New | +$60.9K | 0.06% | 155 |
|
|
2023
Q1 | – | Sell |
-2,585
| Closed | -$74.9K | – | 259 |
|
|
2022
Q4 | $74.9K | Buy |
+2,585
| New | +$74.9K | 0.06% | 155 |
|
|
2022
Q3 | – | Sell |
-2,539
| Closed | -$71K | – | 253 |
|
|
2022
Q2 | $71K | Buy |
+2,539
| New | +$71K | 0.06% | 145 |
|