Liberty Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-104
| Closed | -$13K | – | 499 |
|
|
2021
Q3 | $13K | Hold |
104
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $13K | Buy |
104
+1
| +1% | +$125 | 0.01% | 590 |
|
|
2021
Q1 | $13K | Hold |
103
| – | – | 0.01% | 538 |
|
|
2020
Q4 | $13K | Sell |
103
-1
| -1% | -$126 | 0.01% | 535 |
|
|
2020
Q3 | $10K | Hold |
104
| – | – | 0.01% | 515 |
|
|
2020
Q2 | $9K | Hold |
104
| – | – | 0.01% | 512 |
|
|
2020
Q1 | $7K | Buy |
+104
| New | +$7K | 0.01% | 512 |
|
|
2019
Q3 | – | Sell |
-103
| Closed | -$8K | – | 904 |
|
|
2019
Q2 | $8K | Buy |
+103
| New | +$8K | 0.01% | 563 |
|