LCWP
Legacy Capital Wealth Partners’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
Q4 | – | Sell |
-336,225
| Closed | -$10.4M | – | 43 |
|
|
2021
Q3 | $10.4M | Buy |
336,225
+1,725
| +0.5% | +$53.2K | 4.06% | 11 |
|
|
2021
Q2 | $10.5M | Sell |
334,500
-45,199
| -12% | -$1.42M | 5.68% | 9 |
|
|
2021
Q1 | $11.8M | Buy |
379,699
+7,322
| +2% | +$228K | 4.88% | 8 |
|
|
2020
Q4 | $11.4M | Buy |
+372,377
| New | +$11.4M | 4.87% | 8 |
|