FCAG
INC
First Capital Advisors Group’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,895
| Closed | -$1.99M | – | 901 |
|
|
2017
Q4 | $1.99M | Buy |
19,895
+3,848
| +24% | +$385K | 1.26% | 21 |
|
|
2017
Q3 | $1.62M | Buy |
16,047
+6,258
| +64% | +$631K | 1.11% | 23 |
|
|
2017
Q2 | $984K | Buy |
9,789
+3,188
| +48% | +$320K | 0.67% | 36 |
|
|
2017
Q1 | $658K | Buy |
+6,601
| New | +$658K | 0.49% | 68 |
|