Bellwether Investment Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.69M | Buy |
61,409
+36,424
| +146% | +$1M | 6.79% | 1 |
|
|
2017
Q3 | $654K | Buy |
24,985
+2
| +0% | +$52 | 3.07% | 5 |
|
|
2017
Q2 | $620K | Sell |
24,983
-1,189
| -5% | -$29.5K | 2.87% | 6 |
|
|
2017
Q1 | $629K | Buy |
26,172
+365
| +1% | +$8.77K | 1.66% | 5 |
|
|
2016
Q4 | $597K | Buy |
+25,807
| New | +$597K | 0.54% | 38 |
|
|
2016
Q2 | $554K | Buy |
+24,783
| New | +$554K | 0.61% | 35 |
|