EPG Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,571
| Closed | -$225K | – | 435 |
|
|
2024
Q3 | $225K | Buy |
+2,571
| New | +$225K | 0.06% | 228 |
|
|
2024
Q2 | – | Sell |
-2,585
| Closed | -$205K | – | 244 |
|
|
2024
Q1 | $205K | Buy |
+2,585
| New | +$205K | 0.05% | 250 |
|
|
2022
Q2 | – | Sell |
-2,717
| Closed | -$207K | – | 342 |
|
|
2022
Q1 | $207K | Buy |
2,717
+1
| +0% | +$76 | 0.07% | 228 |
|
|
2021
Q4 | $224K | Buy |
2,716
+37
| +1% | +$3.05K | 0.08% | 214 |
|
|
2021
Q3 | $204K | Sell |
2,679
-433
| -14% | -$33K | 0.08% | 215 |
|
|
2021
Q2 | $238K | Buy |
3,112
+5
| +0.2% | +$382 | 0.1% | 179 |
|
|
2021
Q1 | $227K | Buy |
3,107
+200
| +7% | +$14.6K | 0.11% | 168 |
|
|
2020
Q4 | $201K | Buy |
+2,907
| New | +$201K | 0.12% | 154 |
|