Arkadios Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,412
| Closed | -$348K | – | 741 |
|
|
2023
Q4 | $348K | Sell |
16,412
-289
| -2% | -$6.13K | 0.03% | 471 |
|
|
2023
Q3 | $334K | Sell |
16,701
-1,696
| -9% | -$33.9K | 0.03% | 454 |
|
|
2023
Q2 | $393K | Sell |
18,397
-125
| -0.7% | -$2.67K | 0.05% | 367 |
|
|
2023
Q1 | $402K | Sell |
18,522
-372
| -2% | -$8.08K | 0.05% | 356 |
|
|
2022
Q4 | $398K | Buy |
+18,894
| New | +$398K | 0.05% | 336 |
|
|
2022
Q2 | – | Sell |
-10,823
| Closed | -$261K | – | 554 |
|
|
2022
Q1 | $261K | Sell |
10,823
-339
| -3% | -$8.18K | 0.03% | 458 |
|
|
2021
Q4 | $287K | Sell |
11,162
-10,559
| -49% | -$271K | 0.04% | 457 |
|
|
2021
Q3 | $563K | Sell |
21,721
-8,086
| -27% | -$210K | 0.08% | 266 |
|
|
2021
Q2 | $772K | Buy |
+29,807
| New | +$772K | 0.09% | 249 |
|