Guardian Wealth Advisors (North Carolina)’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11K | Hold |
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|
2025
Q1 | $7.04K | Hold |
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|
2024
Q4 | $7.31K | Hold |
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|
2024
Q3 | $7.16K | Sell |
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|
2024
Q2 | $14.1K | Hold |
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|
2024
Q1 | $13.8K | Sell |
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|
2023
Q4 | $17.1K | Sell |
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|
2023
Q3 | $20.3K | Hold |
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|
2023
Q2 | $21.7K | Hold |
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|
2023
Q1 | $21.3K | Sell |
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|
2022
Q4 | $74K | Sell |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $556K | Buy |
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