Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $279K | Sell |
4,717
-252
| -5% | -$14.9K | 0.06% | 241 |
|
|
2024
Q3 | $290K | Sell |
4,969
-127
| -2% | -$7.4K | 0.05% | 329 |
|
|
2024
Q2 | $292K | Hold |
5,096
| – | – | 0.05% | 342 |
|
|
2024
Q1 | $292K | Buy |
5,096
+1
| +0% | +$57 | 0.05% | 342 |
|
|
2023
Q4 | $263K | Sell |
5,095
-24
| -0.5% | -$1.24K | 0.05% | 340 |
|
|
2023
Q3 | $227K | Buy |
5,119
+1
| +0% | +$44 | 0.04% | 350 |
|
|
2023
Q2 | $240K | Buy |
+5,118
| New | +$240K | 0.04% | 326 |
|