PWM
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Partnership Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Partnership Wealth Management’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-950
Closed -$55.4K – 111
2024
Q3 		$55.4K Hold
950
– – 0.04% 116
2024
Q2 		$54.4K Hold
950
– – 0.04% 140
2024
Q1 		$54.4K Hold
950
– – 0.04% 143
2023
Q4 		$49.4K Buy
+950
New +$49.4K 0.04% 143