Heritage Wealth Management (Arizona)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $101K | Buy |
656
+328
| +100% | +$50.6K | 0.01% | 412 |
|
|
2022
Q3 | $43K | Sell |
328
-3
| -0.9% | -$393 | 0.01% | 418 |
|
|
2022
Q2 | $44.9K | Sell |
331
-57
| -15% | -$7.73K | 0.01% | 441 |
|
|
2022
Q1 | $58K | Buy |
+388
| New | +$58K | 0.02% | 454 |
|
|
2021
Q3 | $73K | Sell |
440
-16
| -4% | -$2.66K | 0.03% | 398 |
|
|
2021
Q2 | $79K | Sell |
456
-36
| -7% | -$6.24K | 0.03% | 383 |
|
|
2021
Q1 | $79K | Buy |
+492
| New | +$79K | 0.04% | 287 |
|