Legacy Capital Wealth Partners’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $3.28M | Sell |
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|
2023
Q1 | $6.03M | Sell |
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|
2022
Q4 | $6.23M | Sell |
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|
2022
Q3 | $6.18M | Sell |
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|
2022
Q2 | $6.79M | Sell |
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|
2022
Q1 | $7.82M | Buy |
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|
2021
Q4 | $8.33M | Buy |
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|
2021
Q3 | $8.06M | Buy |
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|
2021
Q2 | $7.94M | Buy |
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|
2021
Q1 | $7.11M | Buy |
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|
2020
Q4 | $7.17M | Buy |
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