JWM
JPL Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
4,199
| – | – | 0.07% | 106 |
|
|
2025
Q1 | $230K | Hold |
4,199
| – | – | 0.07% | 108 |
|
|
2024
Q4 | $248K | Buy |
+4,199
| New | +$248K | 0.07% | 114 |
|
|
2024
Q2 | $240K | Hold |
4,199
| – | – | 0.12% | 94 |
|
|
2024
Q1 | $240K | Buy |
+4,199
| New | +$240K | 0.13% | 102 |
|