ICA Group Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,982
| Closed | -$84.5K | – | 1366 |
|
|
2023
Q4 | $84.5K | Buy |
+3,982
| New | +$84.5K | 0.02% | 395 |
|
|
2023
Q3 | – | Sell |
-6,793
| Closed | -$145K | – | 441 |
|
|
2023
Q2 | $145K | Hold |
6,793
| – | – | 0.04% | 270 |
|
|
2023
Q1 | $148K | Sell |
6,793
-650
| -9% | -$14.1K | 0.04% | 275 |
|
|
2022
Q4 | $157K | Sell |
7,443
-5,044
| -40% | -$106K | 0.04% | 290 |
|
|
2022
Q3 | $268K | Hold |
12,487
| – | – | 0.06% | 282 |
|
|
2022
Q2 | $288K | Hold |
12,487
| – | – | 0.05% | 293 |
|
|
2022
Q1 | $289K | Buy |
+12,487
| New | +$289K | 0.05% | 290 |
|