OWA
Outlook Wealth Advisors’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,375
| Closed | -$364K | – | 255 |
|
|
2023
Q3 | $364K | Buy |
15,375
+412
| +3% | +$9.76K | 0.14% | 147 |
|
|
2023
Q2 | $392K | Buy |
14,963
+3,066
| +26% | +$80.4K | 0.15% | 144 |
|
|
2023
Q1 | $320K | Buy |
11,897
+3,524
| +42% | +$94.7K | 0.14% | 144 |
|
|
2022
Q4 | $226K | Buy |
+8,373
| New | +$226K | 0.11% | 158 |
|