Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.4K | Hold |
140
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $11.8K | Hold |
140
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $12.3K | Hold |
140
| – | – | ﹤0.01% | 538 |
|
|
2023
Q1 | $11.8K | Hold |
140
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 550 |
|
|
2022
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $12K | Hold |
140
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $15K | Hold |
140
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $17K | Hold |
140
| – | – | ﹤0.01% | 492 |
|
|
2021
Q3 | $17K | Hold |
140
| – | – | ﹤0.01% | 455 |
|
|
2021
Q2 | $18K | Hold |
140
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $17K | Hold |
140
| – | – | ﹤0.01% | 401 |
|
|
2020
Q4 | $17K | Hold |
140
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $14K | Hold |
140
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $12K | Hold |
140
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $9K | Hold |
140
| – | – | ﹤0.01% | 374 |
|
|
2019
Q4 | $11K | Hold |
140
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $11K | Hold |
140
| – | – | ﹤0.01% | 352 |
|
|
2019
Q2 | $11K | Hold |
140
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $11K | Hold |
140
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $10K | Hold |
140
| – | – | ﹤0.01% | 372 |
|
|
2018
Q3 | $10K | Hold |
140
| – | – | ﹤0.01% | 373 |
|
|
2018
Q2 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 372 |
|