Lokken Investment Group’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,035
| Closed | -$352K | – | 122 |
|
|
2022
Q1 | $352K | Sell |
5,035
-1,128
| -18% | -$78.9K | 0.28% | 84 |
|
|
2021
Q4 | $509K | Sell |
6,163
-14,872
| -71% | -$1.23M | 0.36% | 58 |
|
|
2021
Q3 | $1.61M | Sell |
21,035
-2,692
| -11% | -$205K | 1.27% | 20 |
|
|
2021
Q2 | $1.81M | Sell |
23,727
-583
| -2% | -$44.5K | 1.47% | 18 |
|
|
2021
Q1 | $1.78M | Sell |
24,310
-2,890
| -11% | -$211K | 1.57% | 16 |
|
|
2020
Q4 | $1.88M | Buy |
+27,200
| New | +$1.88M | 1.72% | 16 |
|