Geneos Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.1K | Hold |
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|
2025
Q2 | $63.4K | Hold |
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|
2025
Q1 | $63.4K | Buy |
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|
2024
Q4 | $29K | Hold |
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|
2024
Q3 | $30.5K | Sell |
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|
2024
Q2 | $45.5K | Buy |
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|
2024
Q1 | $38.5K | Sell |
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|
2023
Q4 | $46.6K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $266K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | $186K | Buy |
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|
2022
Q2 | $172K | Buy |
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|
2022
Q1 | $75K | Buy |
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|
2021
Q4 | $74K | Hold |
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|
2021
Q3 | $75K | Hold |
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|
2021
Q2 | $75K | Sell |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $76K | Buy |
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