ICA Group Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,285
| Closed | -$425K | – | 1308 |
|
|
2024
Q1 | $425K | Buy |
17,285
+16,484
| +2,058% | +$406K | 0.09% | 183 |
|
|
2023
Q4 | $19.8K | Buy |
+801
| New | +$19.8K | ﹤0.01% | 726 |
|
|
2023
Q3 | – | Sell |
-2,064
| Closed | -$49.9K | – | 1159 |
|
|
2023
Q2 | $49.9K | Buy |
2,064
+8
| +0.4% | +$193 | 0.01% | 493 |
|
|
2023
Q1 | $49.8K | Buy |
+2,056
| New | +$49.8K | 0.01% | 487 |
|