Joseph P. Lucia & Associates’s First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF CARZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,168
| Closed | -$143K | – | 147 |
|
|
2022
Q2 | $143K | Sell |
3,168
-375
| -11% | -$16.9K | 0.1% | 123 |
|
|
2022
Q1 | $205K | Buy |
3,543
+13
| +0.4% | +$752 | 0.12% | 117 |
|
|
2021
Q4 | $211K | Buy |
3,530
+3,408
| +2,793% | +$204K | 0.13% | 119 |
|
|
2021
Q3 | $7K | Hold |
122
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $7K | Buy |
122
+120
| +6,000% | +$6.89K | ﹤0.01% | 390 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 484 |
|