Inspirion Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $591K | Buy |
|
|||||
|
2025
Q2 | $471K | Sell |
|
|||||
|
2025
Q1 | $494K | Sell |
|
|||||
|
2024
Q4 | $598K | Buy |
|
|||||
|
2024
Q3 | $591K | Buy |
|
|||||
|
2024
Q2 | $518K | Sell |
|
|||||
|
2024
Q1 | $542K | Sell |
|
|||||
|
2023
Q4 | $767K | Hold |
|
|||||
|
2023
Q3 | $742K | Sell |
|
|||||
|
2023
Q2 | $756K | Hold |
|
|||||
|
2023
Q1 | $758K | Sell |
|
|||||
|
2022
Q4 | $814K | Sell |
|
|||||
|
2022
Q3 | $837K | Sell |
|
|||||
|
2022
Q2 | $891K | Buy |
|