NRW
FGB

Nova R Wealth’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Nova R Wealth’s Portfolio FGB Stock Details FGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-34,673
Closed -$99K – 70
2022
Q3 		$99K Sell
34,673
-11,987
-26% -$34.2K 0.08% 67
2022
Q2 		$149K Buy
46,660
+123
+0.3% +$393 0.12% 71
2022
Q1 		$195K Sell
46,537
-109,389
-70% -$458K 0.17% 72
2021
Q4 		$638K Buy
+155,926
New +$638K 0.52% 38