Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-458
| Closed | -$12K | – | 475 |
|
|
2020
Q1 | $12K | Buy |
+458
| New | +$12K | 0.01% | 211 |
|
|
2019
Q4 | – | Sell |
-458
| Closed | -$14K | – | 278 |
|
|
2019
Q3 | $14K | Hold |
458
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $14K | Hold |
458
| – | – | 0.01% | 250 |
|
|
2019
Q1 | $14K | Hold |
458
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $12K | Hold |
458
| – | – | 0.01% | 228 |
|
|
2018
Q3 | $14K | Hold |
458
| – | – | 0.01% | 223 |
|
|
2018
Q2 | $13K | Buy |
+458
| New | +$13K | 0.01% | 224 |
|