Core Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-201
| Closed | -$33K | – | 215 |
|
|
2021
Q3 | $33K | Sell |
201
-10
| -5% | -$1.64K | 0.02% | 93 |
|
|
2021
Q2 | $36K | Sell |
211
-43
| -17% | -$7.34K | 0.02% | 81 |
|
|
2021
Q1 | $41K | Sell |
254
-89
| -26% | -$14.4K | 0.04% | 68 |
|
|
2020
Q4 | $58K | Sell |
343
-66
| -16% | -$11.2K | 0.05% | 49 |
|
|
2020
Q3 | $64K | Hold |
409
| – | – | 0.06% | 45 |
|
|
2020
Q2 | $69K | Buy |
+409
| New | +$69K | 0.06% | 51 |
|