EPG Wealth Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-133
| Closed | -$2.42K | – | 431 |
|
|
2023
Q2 | $2.42K | Hold |
133
| – | – | ﹤0.01% | 396 |
|
|
2023
Q1 | $2.15K | Hold |
133
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $1.89K | Hold |
133
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $2K | Buy |
+133
| New | +$2K | ﹤0.01% | 371 |
|
|
2022
Q2 | – | Sell |
-133
| Closed | -$3K | – | 303 |
|
|
2022
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 384 |
|
|
2021
Q3 | $3K | Buy |
+133
| New | +$3K | ﹤0.01% | 360 |
|