Goldstone Financial Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Sell |
287,618
-6,008
| -2% | -$149K | 0.94% | 32 |
|
|
2025
Q1 | $7.27M | Buy |
293,626
+3,112
| +1% | +$77K | 1.1% | 29 |
|
|
2024
Q4 | $7.16M | Buy |
290,514
+75,928
| +35% | +$1.87M | 1.12% | 28 |
|
|
2024
Q3 | $5.39M | Buy |
214,586
+23,526
| +12% | +$591K | 0.94% | 31 |
|
|
2024
Q2 | $4.67M | Buy |
191,060
+27,600
| +17% | +$675K | 0.94% | 29 |
|
|
2024
Q1 | $4.02M | Buy |
163,460
+14,039
| +9% | +$345K | 0.92% | 28 |
|
|
2023
Q4 | $3.7M | Buy |
+149,421
| New | +$3.7M | 0.95% | 27 |
|