Keystone Financial Group (Kentucky)’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $475K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $531K | Sell |
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|
2023
Q2 | $577K | Buy |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $761K | Sell |
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|
2022
Q1 | $839K | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $3.33M | Buy |
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|
2019
Q4 | $4.07M | Buy |
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|
2019
Q3 | $3.77M | Sell |
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|
2019
Q2 | $3.92M | Sell |
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|
2019
Q1 | $3.98M | Sell |
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|
2018
Q4 | $3.59M | Buy |
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|
2018
Q3 | $3.83M | Buy |
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|
2018
Q2 | $3.2M | Buy |
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|
2018
Q1 | $2.74M | Buy |
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