LifePlan Financial Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $105K | Sell |
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|
2020
Q2 | $123K | Hold |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $176K | Buy |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $164K | Sell |
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|
2019
Q1 | $259K | Sell |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $268K | Hold |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $275K | Sell |
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|
2017
Q4 | $303K | Hold |
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|
2017
Q3 | $303K | Buy |
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|
2017
Q2 | $277K | Hold |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $267K | Hold |
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|
2016
Q3 | $265K | Buy |
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|
2016
Q2 | $252K | Buy |
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|
2016
Q1 | $240K | Buy |
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