Laidlaw Wealth Management’s First Trust Innovation Leaders ETF ILDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-21,065
Closed -$459K 411
2021
Q4
$459K Sell
21,065
-18,100
-46% -$394K 0.07% 237
2021
Q3
$850K Buy
+39,165
New +$850K 0.22% 104