Intercontinental Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $520K | Sell |
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2023
Q1 | $511K | Hold |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $545K | Hold |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $946K | Hold |
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|
2021
Q3 | $953K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $901K | Buy |
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|
2020
Q4 | $866K | Buy |
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|
2020
Q3 | $551K | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $11K | Buy |
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