Hefty Wealth Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.06M | Buy |
37,035
+322
| +0.9% | +$9.24K | 0.68% | 46 |
|
|
2017
Q4 | $1.01M | Buy |
36,713
+2,008
| +6% | +$55.4K | 0.63% | 44 |
|
|
2017
Q3 | $908K | Buy |
34,705
+2,019
| +6% | +$52.8K | 0.6% | 50 |
|
|
2017
Q2 | $811K | Buy |
32,686
+1,484
| +5% | +$36.8K | 0.55% | 57 |
|
|
2017
Q1 | $750K | Sell |
31,202
-9,120
| -23% | -$219K | 0.55% | 68 |
|
|
2016
Q4 | $933K | Sell |
40,322
-970
| -2% | -$22.4K | 0.78% | 42 |
|
|
2016
Q3 | $945K | Buy |
41,292
+2,051
| +5% | +$46.9K | 0.72% | 52 |
|
|
2016
Q2 | $877K | Buy |
39,241
+1,743
| +5% | +$39K | 0.72% | 49 |
|
|
2016
Q1 | $810K | Buy |
37,498
+5,885
| +19% | +$127K | 0.76% | 49 |
|
|
2015
Q4 | $742K | Buy |
+31,613
| New | +$742K | 0.71% | 46 |
|