IWA
Inspirion Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
121,238
-1,068
| -0.9% | -$26.3K | 0.4% | 28 |
|
|
2025
Q1 | $3.12M | Sell |
122,306
-5,198
| -4% | -$133K | 0.43% | 25 |
|
|
2024
Q4 | $3.07M | Sell |
127,504
-10,373
| -8% | -$250K | 0.43% | 26 |
|
|
2024
Q3 | $3.27M | Buy |
137,877
+3,151
| +2% | +$74.6K | 0.46% | 26 |
|
|
2024
Q2 | $3.22M | Sell |
134,726
-10,097
| -7% | -$241K | 0.49% | 24 |
|
|
2024
Q1 | $3.44M | Sell |
144,823
-16,490
| -10% | -$391K | 0.57% | 24 |
|
|
2023
Q4 | $3.61M | Sell |
161,313
-31,949
| -17% | -$715K | 0.65% | 24 |
|
|
2023
Q3 | $4.64M | Sell |
193,262
-59,392
| -24% | -$1.43M | 0.9% | 20 |
|
|
2023
Q2 | $5.75M | Sell |
252,654
-174,371
| -41% | -$3.97M | 1.1% | 18 |
|
|
2023
Q1 | $10M | Buy |
427,025
+187,688
| +78% | +$4.41M | 2.01% | 15 |
|
|
2022
Q4 | $5.86M | Sell |
239,337
-73,537
| -24% | -$1.8M | 1.24% | 18 |
|
|
2022
Q3 | $7.93M | Buy |
312,874
+32,917
| +12% | +$834K | 1.79% | 17 |
|
|
2022
Q2 | $7.49M | Buy |
279,957
+213,740
| +323% | +$5.72M | 1.64% | 17 |
|
|
2022
Q1 | $1.88M | Buy |
66,217
+10,878
| +20% | +$309K | 0.39% | 29 |
|
|
2021
Q4 | $1.28M | Buy |
55,339
+4,420
| +9% | +$102K | 0.27% | 40 |
|
|
2021
Q3 | $1.23M | Buy |
50,919
+850
| +2% | +$20.5K | 0.28% | 35 |
|
|
2021
Q2 | $1.18M | Sell |
50,069
-337
| -0.7% | -$7.97K | 0.29% | 33 |
|
|
2021
Q1 | $1.06M | Buy |
50,406
+16,021
| +47% | +$336K | 0.28% | 33 |
|
|
2020
Q4 | $665K | Buy |
+34,385
| New | +$665K | 0.19% | 44 |
|