Core Wealth Advisors’s First Trust Indxx NextG ETF NXTG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-369
| Closed | -$29.2K | – | 180 |
|
2024
Q1 | $29.2K | Hold |
369
| – | – | 0.01% | 123 |
|
2023
Q4 | $28.3K | Hold |
369
| – | – | 0.01% | 122 |
|
2023
Q3 | $25K | Hold |
369
| – | – | 0.01% | 103 |
|
2023
Q2 | $26.5K | Hold |
369
| – | – | 0.01% | 100 |
|
2023
Q1 | $25.6K | Hold |
369
| – | – | 0.01% | 100 |
|
2022
Q4 | $22.5K | Hold |
369
| – | – | 0.01% | 110 |
|
2022
Q3 | $21K | Hold |
369
| – | – | 0.01% | 95 |
|
2022
Q2 | $24K | Hold |
369
| – | – | 0.01% | 97 |
|
2022
Q1 | $28K | Hold |
369
| – | – | 0.02% | 101 |
|
2021
Q4 | $30K | Buy |
+369
| New | +$30K | 0.02% | 111 |
|