Clearview Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-224
| Closed | -$19.8K | – | 300 |
|
|
2023
Q2 | $19.8K | Hold |
224
| – | – | 0.02% | 280 |
|
|
2023
Q1 | $18.9K | Hold |
224
| – | – | 0.02% | 283 |
|
|
2022
Q4 | $17.7K | Hold |
224
| – | – | 0.01% | 267 |
|
|
2022
Q3 | $18K | Hold |
224
| – | – | 0.01% | 266 |
|
|
2022
Q2 | $18K | Hold |
224
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $24K | Hold |
224
| – | – | 0.02% | 274 |
|
|
2021
Q4 | $27K | Hold |
224
| – | – | 0.02% | 293 |
|
|
2021
Q3 | $28K | Hold |
224
| – | – | 0.02% | 295 |
|
|
2021
Q2 | $29K | Hold |
224
| – | – | 0.02% | 297 |
|
|
2021
Q1 | $27K | Hold |
224
| – | – | 0.02% | 296 |
|
|
2020
Q4 | $27K | Buy |
+224
| New | +$27K | 0.02% | 266 |
|