Lakeridge Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Hold |
24,862
| – | – | 0.28% | 67 |
|
|
2025
Q1 | $615K | Hold |
24,862
| – | – | 0.31% | 61 |
|
|
2024
Q4 | $613K | Buy |
24,862
+6,650
| +37% | +$164K | 0.32% | 66 |
|
|
2024
Q3 | $458K | Buy |
18,212
+2,307
| +15% | +$58K | 0.25% | 80 |
|
|
2024
Q2 | $389K | Hold |
15,905
| – | – | 0.23% | 82 |
|
|
2024
Q1 | $391K | Hold |
15,905
| – | – | 0.25% | 77 |
|
|
2023
Q4 | $393K | Buy |
+15,905
| New | +$393K | 0.28% | 71 |
|