EP Wealth Advisors’s First Trust Cloud Computing ETF SKYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
2,652
+13
| +0.5% | +$1.58K | ﹤0.01% | 979 |
|
|
2025
Q1 | $270K | Sell |
2,639
-31
| -1% | -$3.17K | ﹤0.01% | 964 |
|
|
2024
Q4 | $318K | Buy |
2,670
+31
| +1% | +$3.69K | ﹤0.01% | 848 |
|
|
2024
Q3 | $270K | Sell |
2,639
-182
| -6% | -$18.6K | ﹤0.01% | 900 |
|
|
2024
Q2 | $270K | Buy |
2,821
+369
| +15% | +$35.3K | ﹤0.01% | 683 |
|
|
2024
Q1 | $234K | Buy |
2,452
+118
| +5% | +$11.3K | ﹤0.01% | 700 |
|
|
2023
Q4 | $205K | Buy |
+2,334
| New | +$205K | ﹤0.01% | 709 |
|
|
2022
Q3 | – | Sell |
-3,262
| Closed | -$215K | – | 588 |
|
|
2022
Q2 | $215K | Buy |
3,262
+262
| +9% | +$17.3K | ﹤0.01% | 557 |
|
|
2022
Q1 | $272K | Sell |
3,000
-155
| -5% | -$14.1K | 0.01% | 507 |
|
|
2021
Q4 | $329K | Buy |
3,155
+155
| +5% | +$16.2K | 0.01% | 443 |
|
|
2021
Q3 | $316K | Sell |
3,000
-3
| -0.1% | -$316 | 0.01% | 419 |
|
|
2021
Q2 | $318K | Hold |
3,003
| – | – | 0.01% | 432 |
|
|
2021
Q1 | $288K | Buy |
3,003
+3
| +0.1% | +$288 | 0.01% | 409 |
|
|
2020
Q4 | $285K | Buy |
+3,000
| New | +$285K | 0.01% | 349 |
|