Cascadia Advisory Services’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.5M | Buy |
128,007
+1,554
| +1% | +$54.6K | 0.91% | 22 |
|
|
2021
Q2 | $4.59M | Buy |
126,453
+13,984
| +12% | +$508K | 0.99% | 21 |
|
|
2021
Q1 | $3.85M | Buy |
+112,469
| New | +$3.85M | 0.85% | 27 |
|
|
2020
Q3 | $12.6M | Sell |
481,556
-138,919
| -22% | -$3.64M | 3.53% | 2 |
|
|
2020
Q2 | $15.3M | Buy |
+620,475
| New | +$15.3M | 4.69% | 2 |
|
|
2019
Q4 | $16.1M | Buy |
+583,403
| New | +$16.1M | 4.58% | 2 |
|