Mascoma Wealth Management’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 612 |
|
|
2022
Q2 | – | Sell |
-800
| Closed | -$40K | – | 617 |
|
|
2022
Q1 | $40K | Hold |
800
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $43K | Sell |
800
-100
| -11% | -$5.38K | 0.01% | 240 |
|
|
2021
Q3 | $48K | Buy |
+900
| New | +$48K | 0.02% | 209 |
|
|
2021
Q2 | – | Sell |
-1,456
| Closed | -$77K | – | 228 |
|
|
2021
Q1 | $77K | Sell |
1,456
-7,188
| -83% | -$380K | 0.03% | 169 |
|
|
2020
Q4 | $473K | Buy |
+8,644
| New | +$473K | 0.24% | 55 |
|