IWM
Iams Wealth Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,507
| Closed | -$708K | – | 144 |
|
|
2024
Q1 | $708K | Buy |
24,507
+3,310
| +16% | +$95.6K | 0.43% | 67 |
|
|
2023
Q4 | $600K | Buy |
21,197
+1,114
| +6% | +$31.5K | 0.39% | 73 |
|
|
2023
Q3 | $603K | Buy |
+20,083
| New | +$603K | 0.42% | 72 |
|
|
2023
Q2 | – | Sell |
-17,262
| Closed | -$462K | – | 54 |
|
|
2023
Q1 | $462K | Buy |
+17,262
| New | +$462K | 0.38% | 75 |
|