AE Wealth Management’s First Trust BICK Index Fund BICK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,733
| Closed | -$244K | – | 1837 |
|
|
2021
Q4 | $244K | Buy |
7,733
+173
| +2% | +$5.46K | ﹤0.01% | 1527 |
|
|
2021
Q3 | $258K | Sell |
7,560
-619
| -8% | -$21.1K | ﹤0.01% | 1420 |
|
|
2021
Q2 | $334K | Buy |
+8,179
| New | +$334K | ﹤0.01% | 1295 |
|
|
2020
Q2 | – | Sell |
-64,087
| Closed | -$1.31M | – | 1347 |
|
|
2020
Q1 | $1.31M | Buy |
+64,087
| New | +$1.31M | 0.03% | 416 |
|