Fulcrum Equity Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-17,768
| Closed | -$1.21M | – | 138 |
|
2024
Q2 | $1.21M | Buy |
+17,768
| New | +$1.21M | 1.09% | 22 |
|
2023
Q2 | – | Sell |
-59,465
| Closed | -$2.86M | – | 86 |
|
2023
Q1 | $2.86M | Sell |
59,465
-2,004
| -3% | -$96.2K | 2.68% | 7 |
|
2022
Q4 | $2.71M | Buy |
+61,469
| New | +$2.71M | 2.22% | 17 |
|
2021
Q3 | – | Sell |
-57,761
| Closed | -$2.37M | – | 179 |
|
2021
Q2 | $2.37M | Buy |
+57,761
| New | +$2.37M | 0.88% | 35 |
|