Affinity Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,912
| Closed | -$248K | – | 106 |
|
|
2023
Q3 | $248K | Hold |
7,912
| – | – | 0.06% | 86 |
|
|
2023
Q2 | $266K | Hold |
7,912
| – | – | 0.06% | 84 |
|
|
2023
Q1 | $261K | Sell |
7,912
-767
| -9% | -$25.3K | 0.06% | 92 |
|
|
2022
Q4 | $304K | Buy |
+8,679
| New | +$304K | 0.07% | 74 |
|
|
2020
Q1 | – | Sell |
-70,337
| Closed | -$1.94M | – | 73 |
|
|
2019
Q4 | $1.94M | Sell |
70,337
-8,463
| -11% | -$234K | 0.72% | 23 |
|
|
2019
Q3 | $2.08M | Buy |
+78,800
| New | +$2.08M | 0.84% | 20 |
|