Halpern Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.66K | Hold |
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|
2024
Q2 | $6.95K | Hold |
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|
2024
Q1 | $7.26K | Hold |
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|
2023
Q4 | $6.36K | Hold |
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|
2023
Q3 | $5.88K | Hold |
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|
2023
Q2 | $6.17K | Hold |
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|
2023
Q1 | $5.88K | Sell |
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|
2022
Q4 | $13.4K | Hold |
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|
2022
Q3 | $13.8K | Hold |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $33.8K | Hold |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $80.8K | Buy |
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|
2021
Q2 | $33.1K | Hold |
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|
2021
Q1 | $31K | Sell |
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|
2020
Q4 | $42.6K | Sell |
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|
2020
Q3 | $49.3K | Hold |
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|
2020
Q2 | $42.7K | Sell |
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|
2020
Q1 | $35.9K | Hold |
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|
2019
Q4 | $45.8K | Buy |
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