AWA
Acorn Wealth Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,603
| Closed | -$247K | – | 115 |
|
|
2019
Q4 | $247K | Buy |
11,603
+77
| +0.7% | +$1.64K | 0.21% | 101 |
|
|
2019
Q3 | $225K | Sell |
11,526
-1,619
| -12% | -$31.6K | 0.19% | 107 |
|
|
2019
Q2 | $250K | Sell |
13,145
-547
| -4% | -$10.4K | 0.23% | 94 |
|
|
2019
Q1 | $268K | Buy |
13,692
+5
| +0% | +$98 | 0.24% | 94 |
|
|
2018
Q4 | $254K | Sell |
13,687
-288
| -2% | -$5.35K | 0.26% | 85 |
|
|
2018
Q3 | $263K | Sell |
13,975
-3,026
| -18% | -$56.9K | 0.26% | 91 |
|
|
2018
Q2 | $352K | Sell |
17,001
-598
| -3% | -$12.4K | 0.3% | 58 |
|
|
2018
Q1 | $390K | Buy |
17,599
+2,388
| +16% | +$52.9K | 0.34% | 51 |
|
|
2017
Q4 | $352K | Buy |
+15,211
| New | +$352K | 0.32% | 55 |
|