Destiny Wealth Partners’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,856
| Closed | -$81.5K | – | 337 |
|
|
2022
Q4 | $81.5K | Hold |
1,856
| – | – | 0.02% | 243 |
|
|
2022
Q3 | $81K | Hold |
1,856
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $86K | Sell |
1,856
-647
| -26% | -$30K | 0.02% | 244 |
|
|
2022
Q1 | $124K | Sell |
2,503
-2,202
| -47% | -$109K | 0.02% | 203 |
|
|
2021
Q4 | $250K | Hold |
4,705
| – | – | 0.05% | 155 |
|
|
2021
Q3 | $252K | Sell |
4,705
-1,728
| -27% | -$92.6K | 0.05% | 149 |
|
|
2021
Q2 | $345K | Sell |
6,433
-19
| -0.3% | -$1.02K | 0.07% | 151 |
|
|
2021
Q1 | $341K | Sell |
6,452
-93,180
| -94% | -$4.92M | 0.07% | 126 |
|
|
2020
Q4 | $5.45M | Buy |
+99,632
| New | +$5.45M | 1.14% | 29 |
|