Meridian Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,250
| Closed | -$201K | – | 199 |
|
|
2021
Q2 | $201K | Sell |
4,250
-1,000
| -19% | -$47.3K | 0.06% | 190 |
|
|
2021
Q1 | $234K | Hold |
5,250
| – | – | 0.08% | 160 |
|
|
2020
Q4 | $212K | Buy |
+5,250
| New | +$212K | 0.08% | 164 |
|
|
2019
Q1 | – | Sell |
-5,480
| Closed | -$138K | – | 228 |
|
|
2018
Q4 | $138K | Buy |
+5,480
| New | +$138K | 0.11% | 144 |
|