GeoWealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $34K | Sell |
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|
2022
Q4 | $827K | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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