GeoWealth 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $99.6K | Sell |
|
|||||
|
2024
Q3 | $128K | Sell |
|
|||||
|
2024
Q2 | $331K | Sell |
|
|||||
|
2024
Q1 | $423K | Sell |
|
|||||
|
2023
Q4 | $693K | Sell |
|
|||||
|
2023
Q3 | $910K | Buy |
|
|||||
|
2023
Q2 | $846K | Buy |
|
|||||
|
2023
Q1 | $768K | Sell |
|
|||||
|
2022
Q4 | $1.17M | Sell |
|
|||||
|
2022
Q3 | $2.79M | Buy |
|
|||||
|
2022
Q2 | $2.79M | Buy |
|
|||||
|
2022
Q1 | $2.88M | Buy |
|
|||||
|
2021
Q4 | $3.03M | Buy |
|
|||||
|
2021
Q3 | $854K | Buy |
|