CPWMP
Cardinal Point Wealth Management Partners’s First Trust Long/Short Equity ETF FTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.24M | Buy |
83,440
+2,985
| +4% | +$152K | 1.29% | 11 |
|
|
2022
Q4 | $3.93M | Buy |
80,455
+61,715
| +329% | +$3.02M | 1.36% | 10 |
|
|
2022
Q3 | $891K | Sell |
18,740
-2,410
| -11% | -$115K | 0.43% | 20 |
|
|
2022
Q2 | $1.03M | Buy |
21,150
+1,125
| +6% | +$54.7K | 0.49% | 20 |
|
|
2022
Q1 | $1.02M | Buy |
20,025
+4,150
| +26% | +$210K | 0.45% | 20 |
|
|
2021
Q4 | $828K | Buy |
+15,875
| New | +$828K | 0.36% | 24 |
|