MWM
Mattern Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-25,980
| Closed | -$636K | – | 173 |
|
|
2022
Q4 | $636K | Sell |
25,980
-1,377
| -5% | -$33.7K | 0.26% | 92 |
|
|
2022
Q3 | $693K | Sell |
27,357
-3,351
| -11% | -$84.9K | 0.28% | 80 |
|
|
2022
Q2 | $822K | Buy |
30,708
+19,408
| +172% | +$520K | 0.32% | 75 |
|
|
2022
Q1 | $321K | Buy |
+11,300
| New | +$321K | 0.11% | 121 |
|