Apollon Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,905
| Closed | -$202K | – | 1125 |
|
|
2024
Q1 | $202K | Sell |
1,905
-955
| -33% | -$101K | 0.01% | 1039 |
|
|
2023
Q4 | $274K | Buy |
+2,860
| New | +$274K | 0.01% | 875 |
|
|
2023
Q3 | – | Sell |
-2,454
| Closed | -$216K | – | 933 |
|
|
2023
Q2 | $216K | Buy |
+2,454
| New | +$216K | 0.01% | 845 |
|
|
2022
Q4 | – | Sell |
-2,535
| Closed | -$205K | – | 871 |
|
|
2022
Q3 | $205K | Sell |
2,535
-450
| -15% | -$36.4K | 0.02% | 718 |
|
|
2022
Q2 | $245K | Sell |
2,985
-50
| -2% | -$4.1K | 0.02% | 623 |
|
|
2022
Q1 | $331K | Hold |
3,035
| – | – | 0.02% | 566 |
|
|
2021
Q4 | $372K | Buy |
+3,035
| New | +$372K | 0.03% | 532 |
|