Fulcrum Equity Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,805
| Closed | -$264K | – | 94 |
|
|
2023
Q3 | $264K | Sell |
1,805
-810
| -31% | -$119K | 0.31% | 81 |
|
|
2023
Q2 | $400K | Buy |
+2,615
| New | +$400K | 0.46% | 57 |
|
|
2021
Q2 | – | Sell |
-30,290
| Closed | -$4.86M | – | 197 |
|
|
2021
Q1 | $4.86M | Buy |
+30,290
| New | +$4.86M | 1.92% | 10 |
|
|
2019
Q2 | – | Sell |
-163,856
| Closed | -$24.7M | – | 90 |
|
|
2019
Q1 | $24.7M | Buy |
+163,856
| New | +$24.7M | 8.49% | 5 |
|