Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-573
| Closed | -$33K | – | 779 |
|
|
2024
Q3 | $33K | Hold |
573
| – | – | 0.01% | 566 |
|
|
2024
Q2 | $32K | Sell |
573
-109
| -16% | -$6.09K | 0.01% | 568 |
|
|
2024
Q1 | $39K | Sell |
682
-1,049
| -61% | -$60K | 0.01% | 527 |
|
|
2023
Q4 | $89K | Sell |
1,731
-7,990
| -82% | -$411K | 0.03% | 352 |
|
|
2023
Q3 | $431K | Buy |
+9,721
| New | +$431K | 0.16% | 125 |
|
|
2023
Q1 | $63K | Buy |
+1,396
| New | +$63K | 0.02% | 393 |
|
|
2022
Q4 | – | Sell |
-1,557
| Closed | -$63K | – | 592 |
|
|
2022
Q3 | $63K | Buy |
+1,557
| New | +$63K | 0.03% | 355 |
|