National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,184
| Closed | -$1.71M | – | 141 |
|
|
2023
Q4 | $1.71M | Sell |
33,184
-8,983
| -21% | -$463K | 1.66% | 18 |
|
|
2023
Q3 | $1.87M | Buy |
42,167
+1,418
| +3% | +$62.8K | 2.03% | 12 |
|
|
2023
Q2 | $1.91M | Buy |
40,749
+17,838
| +78% | +$838K | 1.99% | 12 |
|
|
2023
Q1 | $994K | Buy |
22,911
+3,036
| +15% | +$132K | 1.14% | 25 |
|
|
2022
Q4 | $925K | Buy |
+19,875
| New | +$925K | 1.11% | 22 |
|