KWM
Kingsview Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,015
| Closed | -$304K | – | 471 |
|
|
2019
Q3 | $304K | Buy |
+4,015
| New | +$304K | 0.05% | 329 |
|
|
2019
Q2 | – | Sell |
-13,907
| Closed | -$1.04M | – | 431 |
|
|
2019
Q1 | $1.04M | Buy |
13,907
+34
| +0.2% | +$2.55K | 0.16% | 165 |
|
|
2018
Q4 | $861K | Buy |
13,873
+18
| +0.1% | +$1.12K | 0.19% | 144 |
|
|
2018
Q3 | $1.03M | Buy |
13,855
+549
| +4% | +$40.8K | 0.21% | 142 |
|
|
2018
Q2 | $950K | Buy |
13,306
+175
| +1% | +$12.5K | 0.23% | 130 |
|
|
2018
Q1 | $900K | Buy |
13,131
+161
| +1% | +$11K | 0.22% | 131 |
|
|
2017
Q4 | $885K | Buy |
12,970
+138
| +1% | +$9.42K | 0.32% | 98 |
|
|
2017
Q3 | $819K | Sell |
12,832
-726
| -5% | -$46.3K | 0.36% | 84 |
|
|
2017
Q2 | $809K | Sell |
13,558
-152
| -1% | -$9.07K | 0.42% | 73 |
|
|
2017
Q1 | $787K | Buy |
+13,710
| New | +$787K | 0.47% | 69 |
|