Holistic Financial Partners’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-256,227
Closed -$6.79M 105
2022
Q1
$6.79M Buy
256,227
+85,369
+50% +$2.26M 4.31% 7
2021
Q4
$3.32M Buy
170,858
+2,863
+2% +$55.6K 1.93% 14
2021
Q3
$3.2M Buy
167,995
+17,221
+11% +$328K 1.97% 13
2021
Q2
$2.76M Buy
+150,774
New +$2.76M 1.64% 13