DHJJ Financial Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
8,932
-1,460
| -14% | -$36.3K | 0.08% | 161 |
|
|
2025
Q1 | $257K | Hold |
10,392
| – | – | 0.1% | 136 |
|
|
2024
Q4 | $256K | Hold |
10,392
| – | – | 0.1% | 141 |
|
|
2024
Q3 | $261K | Hold |
10,392
| – | – | 0.1% | 138 |
|
|
2024
Q2 | $254K | Buy |
10,392
+10,254
| +7,430% | +$251K | 0.11% | 133 |
|
|
2024
Q1 | $3.4K | Sell |
138
-1,470
| -91% | -$36.2K | ﹤0.01% | 521 |
|
|
2023
Q4 | $39.8K | Buy |
1,608
+1,508
| +1,508% | +$37.3K | 0.02% | 281 |
|
|
2023
Q3 | $2.39K | Buy |
+100
| New | +$2.39K | ﹤0.01% | 528 |
|