IHT Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,629
| Closed | -$339K | – | 619 |
|
|
2019
Q2 | $339K | Buy |
+12,629
| New | +$339K | 0.05% | 368 |
|
|
2018
Q2 | – | Sell |
-221
| Closed | -$6K | – | 775 |
|
|
2018
Q1 | $6K | Hold |
221
| – | – | ﹤0.01% | 1299 |
|
|
2017
Q4 | $6K | Buy |
+221
| New | +$6K | ﹤0.01% | 1294 |
|
|
2017
Q3 | – | Sell |
-292
| Closed | -$31 | – | 1469 |
|
|
2017
Q2 | $31 | Hold |
292
| – | – | 0.02% | 649 |
|
|
2017
Q1 | $6K | Sell |
292
-1,208
| -81% | -$24.8K | ﹤0.01% | 926 |
|
|
2016
Q4 | $33K | Buy |
+1,500
| New | +$33K | 0.03% | 488 |
|