Institutional & Family Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-753
| Closed | -$106K | – | 848 |
|
|
2019
Q2 | $106K | Sell |
753
-738
| -49% | -$104K | 0.02% | 217 |
|
|
2019
Q1 | $225K | Hold |
1,491
| – | – | 0.05% | 169 |
|
|
2018
Q4 | $185K | Sell |
1,491
-3,316
| -69% | -$411K | 0.04% | 168 |
|
|
2018
Q3 | $762K | Buy |
4,807
+3,128
| +186% | +$496K | 0.15% | 96 |
|
|
2018
Q2 | $235K | Buy |
1,679
+738
| +78% | +$103K | 0.05% | 169 |
|
|
2018
Q1 | $125K | Buy |
+941
| New | +$125K | 0.03% | 209 |
|
|
2017
Q1 | – | Sell |
-2,450
| Closed | -$223K | – | 127 |
|
|
2016
Q4 | $223K | Buy |
+2,450
| New | +$223K | 0.07% | 118 |
|