Yardley Wealth Management’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
5,211
-913
-15% -$36.1K 0.11% 41
2025
Q1
$246K Sell
6,124
-297
-5% -$11.9K 0.14% 40
2024
Q4
$258K Hold
6,421
0.13% 41
2024
Q3
$268K Buy
+6,421
New +$268K 0.16% 39