Parisi Gray Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $903K | Sell |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $3.18M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $3.19M | Buy |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $1.51M | Buy |
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|
2020
Q1 | $515K | Buy |
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