IHT 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
Q4 | – | Sell |
-12,423
| Closed | -$312K | – | 1209 |
|
|
2024
Q3 | $312K | Buy |
+12,423
| New | +$312K | 0.01% | 898 |
|
|
2023
Q4 | – | Sell |
-15,824
| Closed | -$378K | – | 1031 |
|
|
2023
Q3 | $378K | Sell |
15,824
-1,949
| -11% | -$46.6K | 0.02% | 645 |
|
|
2023
Q2 | $430K | Buy |
17,773
+2,424
| +16% | +$58.6K | 0.02% | 594 |
|
|
2023
Q1 | $372K | Buy |
+15,349
| New | +$372K | 0.02% | 612 |
|