Golden State Equity Partners’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
64,039
-4,089
| -6% | -$179K | 0.52% | 36 |
|
|
2025
Q1 | $2.99M | Sell |
68,128
-6,527
| -9% | -$286K | 0.59% | 36 |
|
|
2024
Q4 | $3.21M | Sell |
74,655
-2,541
| -3% | -$109K | 0.61% | 31 |
|
|
2024
Q3 | $3.5M | Sell |
77,196
-1,839
| -2% | -$83.3K | 1.84% | 9 |
|
|
2024
Q2 | $3.4M | Buy |
+79,035
| New | +$3.4M | 0.71% | 23 |
|
|
2023
Q4 | $3.73M | Buy |
83,728
+2,032
| +2% | +$90.6K | 0.91% | 21 |
|
|
2023
Q3 | $3.44M | Buy |
81,696
+9,394
| +13% | +$395K | 0.96% | 20 |
|
|
2023
Q2 | $3.19M | Buy |
72,302
+36,260
| +101% | +$1.6M | 0.9% | 22 |
|
|
2023
Q1 | $1.62M | Buy |
+36,042
| New | +$1.62M | 0.88% | 34 |
|
|
2022
Q1 | $2.14M | Sell |
43,154
-67,370
| -61% | -$3.34M | 1.08% | 24 |
|
|
2021
Q4 | $5.88M | Buy |
110,524
+45,650
| +70% | +$2.43M | 2.97% | 5 |
|
|
2021
Q3 | $3.47M | Buy |
+64,874
| New | +$3.47M | 1.42% | 17 |
|