BWM
Bulltick Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-79,907
| Closed | -$12.9M | – | 145 |
|
|
2021
Q4 | $12.9M | Sell |
79,907
-5
| -0% | -$810 | 2.56% | 13 |
|
|
2021
Q3 | $13.3M | Sell |
79,912
-2,525
| -3% | -$419K | 3.01% | 10 |
|
|
2021
Q2 | $14.2M | Buy |
82,437
+7,810
| +10% | +$1.35M | 3.29% | 7 |
|
|
2021
Q1 | $12M | Hold |
74,627
| – | – | 3.33% | 7 |
|
|
2020
Q4 | $12.5M | Buy |
+74,627
| New | +$12.5M | 3.68% | 6 |
|