Kowal Investment Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $262K | Buy |
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|
2024
Q1 | $261K | Hold |
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|
2023
Q4 | $235K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $214K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $212K | Hold |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $208K | Buy |
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