Coppell Advisory Solutions’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-65
| Closed | -$2.32K | – | 1005 |
|
|
2024
Q4 | $2.32K | Hold |
65
| – | – | ﹤0.01% | 1509 |
|
|
2024
Q3 | $2.38K | Hold |
65
| – | – | ﹤0.01% | 1413 |
|
|
2024
Q2 | $2.17K | Buy |
+65
| New | +$2.17K | ﹤0.01% | 1372 |
|
|
2023
Q4 | $2.09K | Buy |
+65
| New | +$2.09K | ﹤0.01% | 1286 |
|
|
2023
Q3 | – | Sell |
-65
| Closed | -$2K | – | 1342 |
|
|
2023
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1018 |
|