EWM
Echo Wealth Management’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,981
| Closed | -$1.83M | – | 46 |
|
|
2022
Q3 | $1.83M | Sell |
40,981
-14,875
| -27% | -$663K | 2.4% | 14 |
|
|
2022
Q2 | $2.46M | Sell |
55,856
-1,592
| -3% | -$70.2K | 3.3% | 9 |
|
|
2022
Q1 | $2.72M | Buy |
57,448
+18,354
| +47% | +$868K | 3.19% | 12 |
|
|
2021
Q4 | $1.88M | Buy |
39,094
+20,389
| +109% | +$978K | 2.14% | 14 |
|
|
2021
Q3 | $898K | Buy |
18,705
+706
| +4% | +$33.9K | 1.06% | 24 |
|
|
2021
Q2 | $864K | Sell |
17,999
-279
| -2% | -$13.4K | 1.1% | 23 |
|
|
2021
Q1 | $875K | Buy |
+18,278
| New | +$875K | 1.1% | 24 |
|