MPS Loria Financial Planners’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
Q2 | – | Sell |
-500
| Closed | -$22K | – | 285 |
|
|
2021
Q1 | $22K | Hold |
500
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $20K | Hold |
500
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $17K | Hold |
500
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $16K | Buy |
+500
| New | +$16K | 0.01% | 217 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$13K | – | 175 |
|
|
2017
Q2 | $13K | Buy |
+500
| New | +$13K | 0.01% | 272 |
|