Geneos Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-751
| Closed | -$23.4K | – | 2128 |
|
|
2023
Q3 | $23.4K | Sell |
751
-175
| -19% | -$5.45K | ﹤0.01% | 1319 |
|
|
2023
Q2 | $30.5K | Hold |
926
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q1 | $29.9K | Hold |
926
| – | – | ﹤0.01% | 1225 |
|
|
2022
Q4 | $30.6K | Hold |
926
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q3 | $27K | Buy |
+926
| New | +$27K | ﹤0.01% | 1228 |
|