IWP
Insight Wealth Partners’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,517
| Closed | -$209K | – | 60 |
|
|
2022
Q2 | $209K | Sell |
4,517
-2,366
| -34% | -$109K | 0.16% | 54 |
|
|
2022
Q1 | $341K | Buy |
6,883
+1,445
| +27% | +$71.6K | 0.19% | 52 |
|
|
2021
Q4 | $289K | Hold |
5,438
| – | – | 0.05% | 64 |
|
|
2021
Q3 | $291K | Buy |
5,438
+308
| +6% | +$16.5K | 0.16% | 47 |
|
|
2021
Q2 | $275K | Buy |
+5,130
| New | +$275K | 0.15% | 47 |
|