Hefty Wealth Partners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-630
| Closed | -$10K | – | 254 |
|
|
2016
Q4 | $10K | Sell |
630
-48,811
| -99% | -$775K | 0.01% | 160 |
|
|
2016
Q3 | $863K | Buy |
49,441
+2,737
| +6% | +$47.8K | 0.66% | 55 |
|
|
2016
Q2 | $775K | Buy |
46,704
+1,691
| +4% | +$28.1K | 0.64% | 60 |
|
|
2016
Q1 | $771K | Buy |
45,013
+7,579
| +20% | +$130K | 0.72% | 53 |
|
|
2015
Q4 | $669K | Buy |
+37,434
| New | +$669K | 0.64% | 57 |
|