Clear Perspectives Financial Planning’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-204,585
| Closed | -$5.01M | – | 210 |
|
|
2022
Q4 | $5.01M | Sell |
204,585
-5,368
| -3% | -$131K | 2.66% | 13 |
|
|
2022
Q3 | $5.32M | Buy |
209,953
+14,303
| +7% | +$362K | 2.61% | 10 |
|
|
2022
Q2 | $5.24M | Buy |
195,650
+29,988
| +18% | +$803K | 2.04% | 13 |
|
|
2022
Q1 | $4.71M | Buy |
165,662
+38,121
| +30% | +$1.08M | 1.79% | 13 |
|
|
2021
Q4 | $2.94M | Buy |
127,541
+1,578
| +1% | +$36.4K | 1.19% | 22 |
|
|
2021
Q3 | $3.04M | Buy |
125,963
+8,798
| +8% | +$212K | 1.38% | 19 |
|
|
2021
Q2 | $2.77M | Buy |
+117,165
| New | +$2.77M | 1.34% | 22 |
|