HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $11.6M | Buy |
|
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|
2023
Q2 | $9.44M | Buy |
|
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|
2023
Q1 | $8.48M | Sell |
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|
2022
Q4 | $17.8M | Buy |
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|
2022
Q3 | $8.6M | Buy |
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|
2022
Q2 | $385K | Sell |
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|
2022
Q1 | $10.8M | Buy |
|
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|
2021
Q4 | $9.88M | Buy |
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|
2021
Q3 | $9.9M | Buy |
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|
2021
Q2 | $9.47M | Buy |
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|
2021
Q1 | $9.3M | Buy |
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|
2020
Q4 | $4.86M | Buy |
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