MWPCG
Measured Wealth Private Client Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,406
| Closed | -$206K | – | 184 |
|
|
2023
Q3 | $206K | Sell |
1,406
-2,324
| -62% | -$340K | 0.08% | 162 |
|
|
2023
Q2 | $571K | Sell |
3,730
-9,513
| -72% | -$1.46M | 0.22% | 75 |
|
|
2023
Q1 | $2.05M | Buy |
13,243
+2,226
| +20% | +$345K | 0.79% | 20 |
|
|
2022
Q4 | $1.7M | Buy |
+11,017
| New | +$1.7M | 0.7% | 21 |
|
|
2018
Q4 | – | Sell |
-187
| Closed | -$30K | – | 295 |
|
|
2018
Q3 | $30K | Buy |
+187
| New | +$30K | 0.02% | 450 |
|