Mattern Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$354K Sell
2023
Q2
$518K Sell
2023
Q1
$856K Sell
2022
Q4
$5.47M Sell
2022
Q3
$10M Sell
2022
Q2
$10.7M Sell
2022
Q1
$12.4M Buy