MI
Moneywise Inc’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,658
| Closed | -$273K | – | 59 |
|
|
2024
Q3 | $273K | Sell |
8,658
-2,851
| -25% | -$89.9K | 0.13% | 54 |
|
|
2024
Q2 | $327K | Buy |
11,509
+169
| +1% | +$4.8K | 0.17% | 49 |
|
|
2024
Q1 | $332K | Sell |
11,340
-304
| -3% | -$8.9K | 0.18% | 51 |
|
|
2023
Q4 | $336K | Sell |
11,644
-477
| -4% | -$13.8K | 0.19% | 41 |
|
|
2023
Q3 | $327K | Buy |
12,121
+137
| +1% | +$3.69K | 0.21% | 39 |
|
|
2023
Q2 | $342K | Buy |
11,984
+92
| +0.8% | +$2.62K | 0.21% | 38 |
|
|
2023
Q1 | $339K | Buy |
11,892
+59
| +0.5% | +$1.68K | 0.22% | 38 |
|
|
2022
Q4 | $321K | Sell |
11,833
-3,290
| -22% | -$89.4K | 0.24% | 36 |
|
|
2022
Q3 | $371K | Buy |
15,123
+226
| +2% | +$5.54K | 0.3% | 33 |
|
|
2022
Q2 | $414K | Sell |
14,897
-9,670
| -39% | -$269K | 0.32% | 32 |
|
|
2022
Q1 | $752K | Sell |
24,567
-2,515
| -9% | -$77K | 0.5% | 26 |
|
|
2021
Q4 | $861K | Sell |
27,082
-1,880
| -6% | -$59.8K | 0.55% | 26 |
|
|
2021
Q3 | $893K | Sell |
28,962
-2,964
| -9% | -$91.4K | 0.58% | 25 |
|
|
2021
Q2 | $1.01M | Sell |
31,926
-1,981
| -6% | -$62.4K | 0.69% | 26 |
|
|
2021
Q1 | $1.06M | Sell |
33,907
-462
| -1% | -$14.4K | 0.71% | 25 |
|
|
2020
Q4 | $1.05M | Sell |
34,369
-781
| -2% | -$23.8K | 0.75% | 25 |
|
|
2020
Q3 | $1.01M | Sell |
35,150
-7,883
| -18% | -$226K | 0.8% | 26 |
|
|
2020
Q2 | $1.2M | Buy |
43,033
+7,559
| +21% | +$211K | 0.96% | 25 |
|
|
2020
Q1 | $917K | Buy |
+35,474
| New | +$917K | 0.81% | 22 |
|