Congress Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,715
| Closed | -$324K | – | 847 |
|
|
2024
Q2 | $324K | Buy |
+15,715
| New | +$324K | 0.01% | 597 |
|
|
2023
Q4 | – | Sell |
-18,130
| Closed | -$362K | – | 618 |
|
|
2023
Q3 | $362K | Buy |
18,130
+12
| +0.1% | +$240 | 0.01% | 499 |
|
|
2023
Q2 | $387K | Sell |
18,118
-451
| -2% | -$9.63K | 0.01% | 449 |
|
|
2023
Q1 | $403K | Buy |
18,569
+10
| +0.1% | +$217 | 0.01% | 443 |
|
|
2022
Q4 | $391K | Buy |
+18,559
| New | +$391K | 0.01% | 438 |
|