National Wealth Management Group’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $256K | Sell |
10,357
-706
| -6% | -$17.5K | 0.17% | 121 |
|
|
2024
Q4 | $273K | Buy |
11,063
+824
| +8% | +$20.3K | 0.18% | 112 |
|
|
2024
Q3 | $257K | Sell |
10,239
-3,763
| -27% | -$94.6K | 0.17% | 124 |
|
|
2024
Q2 | $342K | Sell |
14,002
-242
| -2% | -$5.92K | 0.26% | 83 |
|
|
2024
Q1 | $350K | Buy |
14,244
+3,685
| +35% | +$90.7K | 0.27% | 98 |
|
|
2023
Q4 | $261K | Buy |
+10,559
| New | +$261K | 0.25% | 111 |
|