Integrated Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-66
| Closed | -$4K | – | 511 |
|
|
2016
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 949 |
|
|
2016
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 1004 |
|
|
2016
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 925 |
|
|
2015
Q4 | $3K | Hold |
66
| – | – | ﹤0.01% | 1015 |
|
|
2015
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 1027 |
|
|
2015
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 1001 |
|
|
2015
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 1022 |
|