HWA
HCR Wealth Advisors’s First Trust Capital Strength ETF FTCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,798
| Closed | -$443K | – | 180 |
|
|
2018
Q4 | $443K | Sell |
3,798
-75
| -2% | -$8.75K | 0.14% | 103 |
|
|
2018
Q3 | $494K | Buy |
+3,873
| New | +$494K | 0.16% | 98 |
|
|
2017
Q4 | – | Sell |
-3,357
| Closed | -$344K | – | 174 |
|
|
2017
Q3 | $344K | Buy |
3,357
+300
| +10% | +$30.7K | 0.14% | 116 |
|
|
2017
Q2 | $290K | Buy |
+3,057
| New | +$290K | 0.14% | 112 |
|