Kingsview Wealth Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,550
| Closed | -$270K | – | 870 |
|
|
2021
Q2 | $270K | Sell |
8,550
-10,650
| -55% | -$336K | 0.01% | 728 |
|
|
2021
Q1 | $601K | Sell |
19,200
-1,475
| -7% | -$46.2K | 0.03% | 468 |
|
|
2020
Q4 | $631K | Sell |
20,675
-200
| -1% | -$6.1K | 0.05% | 393 |
|
|
2020
Q3 | $598K | Sell |
20,875
-194
| -0.9% | -$5.56K | 0.05% | 328 |
|
|
2020
Q2 | $590K | Sell |
21,069
-1,245
| -6% | -$34.9K | 0.06% | 297 |
|
|
2020
Q1 | $577K | Buy |
22,314
+975
| +5% | +$25.2K | 0.08% | 247 |
|
|
2019
Q4 | $730K | Buy |
+21,339
| New | +$730K | 0.09% | 229 |
|