Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-147
| Closed | -$7K | – | 502 |
|
|
2021
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $7K | Hold |
147
| – | – | ﹤0.01% | 425 |
|
|
2020
Q4 | $6K | Hold |
147
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $5K | Hold |
147
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $5K | Hold |
147
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $4K | Hold |
147
| – | – | ﹤0.01% | 434 |
|
|
2019
Q4 | $5K | Buy |
+147
| New | +$5K | ﹤0.01% | 368 |
|