Clearview Wealth Advisors’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-396
| Closed | -$17.5K | – | 294 |
|
|
2023
Q2 | $17.5K | Buy |
396
+4
| +1% | +$177 | 0.02% | 292 |
|
|
2023
Q1 | $17.7K | Buy |
392
+3
| +0.8% | +$135 | 0.02% | 292 |
|
|
2022
Q4 | $17.1K | Buy |
389
+5
| +1% | +$220 | 0.01% | 271 |
|
|
2022
Q3 | $17K | Sell |
384
-5
| -1% | -$221 | 0.01% | 273 |
|
|
2022
Q2 | $18K | Buy |
389
+2
| +0.5% | +$93 | 0.01% | 290 |
|
|
2022
Q1 | $19K | Sell |
387
-2,689
| -87% | -$132K | 0.01% | 306 |
|
|
2021
Q4 | $164K | Sell |
3,076
-7
| -0.2% | -$373 | 0.1% | 117 |
|
|
2021
Q3 | $165K | Sell |
3,083
-2
| -0.1% | -$107 | 0.1% | 125 |
|
|
2021
Q2 | $165K | Buy |
3,085
+322
| +12% | +$17.2K | 0.1% | 125 |
|
|
2021
Q1 | $146K | Buy |
2,763
+14
| +0.5% | +$740 | 0.09% | 132 |
|
|
2020
Q4 | $150K | Buy |
+2,749
| New | +$150K | 0.1% | 117 |
|