BHWM
Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-36
| Closed | -$1K | – | 366 |
|
|
2020
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 300 |
|
|
2019
Q4 | $1K | Sell |
36
-780
| -96% | -$21.7K | ﹤0.01% | 314 |
|
|
2019
Q3 | $22K | Buy |
816
+50
| +7% | +$1.35K | 0.01% | 203 |
|
|
2019
Q2 | $21K | Buy |
+766
| New | +$21K | 0.01% | 210 |
|