MWM
MinichMacGregor Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-133,654
| Closed | -$4.25M | – | 80 |
|
|
2022
Q1 | $4.25M | Buy |
+133,654
| New | +$4.25M | 1.36% | 26 |
|
|
2018
Q4 | – | Sell |
-268
| Closed | -$7K | – | 231 |
|
|
2018
Q3 | $7K | Sell |
268
-62,384
| -100% | -$1.63M | ﹤0.01% | 352 |
|
|
2018
Q2 | $1.8M | Buy |
62,652
+6,276
| +11% | +$180K | 1.28% | 23 |
|
|
2018
Q1 | $1.66M | Buy |
56,376
+6,954
| +14% | +$205K | 1.3% | 20 |
|
|
2017
Q4 | $1.45M | Buy |
49,422
+3,982
| +9% | +$117K | 1.13% | 20 |
|
|
2017
Q3 | $1.26M | Buy |
45,440
+4,016
| +10% | +$111K | 1.04% | 21 |
|
|
2017
Q2 | $1.1M | Sell |
41,424
-443
| -1% | -$11.7K | 0.95% | 22 |
|
|
2017
Q1 | $1.09M | Buy |
+41,867
| New | +$1.09M | 0.98% | 21 |
|