KWM
Kingsview Wealth Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-67,262
| Closed | -$1.58M | – | 839 |
|
|
2022
Q2 | $1.58M | Sell |
67,262
-17,670
| -21% | -$414K | 0.08% | 258 |
|
|
2022
Q1 | $2.25M | Buy |
+84,932
| New | +$2.25M | 0.1% | 215 |
|
|
2020
Q2 | – | Sell |
-35,969
| Closed | -$291K | – | 582 |
|
|
2020
Q1 | $291K | Sell |
35,969
-41,033
| -53% | -$332K | 0.04% | 368 |
|
|
2019
Q4 | $1.27M | Buy |
+77,002
| New | +$1.27M | 0.16% | 168 |
|
|
2018
Q2 | – | Sell |
-11,671
| Closed | -$232K | – | 325 |
|
|
2018
Q1 | $232K | Buy |
+11,671
| New | +$232K | 0.06% | 285 |
|