OBWG
Onyx Bridge Wealth Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,082
| Closed | -$354K | – | 293 |
|
|
2024
Q3 | $354K | Sell |
6,082
-322
| -5% | -$18.8K | 0.05% | 200 |
|
|
2024
Q2 | $367K | Sell |
6,404
-170
| -3% | -$9.74K | 0.06% | 182 |
|
|
2024
Q1 | $360K | Sell |
6,574
-894
| -12% | -$48.9K | 0.06% | 178 |
|
|
2023
Q4 | $385K | Sell |
7,468
-6,312
| -46% | -$325K | 0.08% | 159 |
|
|
2023
Q3 | $610K | Buy |
13,780
+2,134
| +18% | +$94.5K | 0.14% | 114 |
|
|
2023
Q2 | $546K | Sell |
11,646
-31,953
| -73% | -$1.5M | 0.13% | 119 |
|
|
2023
Q1 | $1.97M | Buy |
43,599
+18,108
| +71% | +$816K | 0.78% | 24 |
|
|
2022
Q4 | $1.19M | Buy |
+25,491
| New | +$1.19M | 0.48% | 29 |
|