Clear Creek Financial Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,377
| Closed | -$232K | – | 467 |
|
|
2024
Q2 | $232K | Sell |
12,377
-13,492
| -52% | -$253K | 0.03% | 391 |
|
|
2024
Q1 | $486K | Buy |
25,869
+188
| +0.7% | +$3.53K | 0.06% | 250 |
|
|
2023
Q4 | $487K | Hold |
25,681
| – | – | 0.08% | 200 |
|
|
2023
Q3 | $472K | Sell |
25,681
-1,600
| -6% | -$29.4K | 0.08% | 173 |
|
|
2023
Q2 | $508K | Buy |
+27,281
| New | +$508K | 0.09% | 173 |
|