Crewe Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,250
| Closed | -$38K | – | 252 |
|
|
2019
Q2 | $38K | Hold |
1,250
| – | – | 0.01% | 156 |
|
|
2019
Q1 | $38K | Hold |
1,250
| – | – | 0.01% | 133 |
|
|
2018
Q4 | $32K | Hold |
1,250
| – | – | 0.01% | 137 |
|
|
2018
Q3 | $39K | Hold |
1,250
| – | – | 0.03% | 139 |
|
|
2018
Q2 | $37K | Hold |
1,250
| – | – | 0.03% | 140 |
|
|
2018
Q1 | $36K | Hold |
1,250
| – | – | 0.04% | 136 |
|
|
2017
Q4 | $34K | Buy |
+1,250
| New | +$34K | 0.03% | 151 |
|