BDO Wealth Advisors’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $53.6K | Sell |
16,456
-1,168
| -7% | -$3.81K | 0.01% | 421 |
|
|
2023
Q1 | $55.3K | Sell |
17,624
-11,037
| -39% | -$34.7K | 0.01% | 406 |
|
|
2022
Q4 | $87.7K | Sell |
28,661
-743
| -3% | -$2.27K | 0.01% | 347 |
|
|
2022
Q3 | $84K | Hold |
29,404
| – | – | 0.01% | 340 |
|
|
2022
Q2 | $94K | Hold |
29,404
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $123K | Sell |
29,404
-2,850
| -9% | -$11.9K | 0.01% | 316 |
|
|
2021
Q4 | $132K | Hold |
32,254
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $128K | Sell |
32,254
-7,488
| -19% | -$29.7K | 0.01% | 333 |
|
|
2021
Q2 | $161K | Hold |
39,742
| – | – | 0.02% | 319 |
|
|
2021
Q1 | $159K | Buy |
+39,742
| New | +$159K | 0.02% | 315 |
|