ICA Group Wealth Management’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $154K | Sell |
8,242
-24,149
| -75% | -$453K | 0.09% | 129 |
|
|
2024
Q1 | $608K | Sell |
32,391
-20,850
| -39% | -$391K | 0.12% | 151 |
|
|
2023
Q4 | $1.01M | Sell |
53,241
-174,044
| -77% | -$3.3M | 0.23% | 88 |
|
|
2023
Q3 | $4.18M | Buy |
227,285
+17,814
| +9% | +$328K | 1.17% | 19 |
|
|
2023
Q2 | $3.9M | Buy |
209,471
+67,439
| +47% | +$1.26M | 0.98% | 20 |
|
|
2023
Q1 | $2.67M | Buy |
142,032
+117,209
| +472% | +$2.21M | 0.64% | 34 |
|
|
2022
Q4 | $463K | Buy |
+24,823
| New | +$463K | 0.11% | 169 |
|