Patriot Financial Group Insurance Agency’s First Trust Global Wind Energy ETF FAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,218
| Closed | -$38K | – | 896 |
|
|
2022
Q2 | $38K | Sell |
2,218
-3,099
| -58% | -$53.1K | 0.01% | 808 |
|
|
2022
Q1 | $105K | Sell |
5,317
-1,710
| -24% | -$33.8K | 0.02% | 572 |
|
|
2021
Q4 | $142K | Sell |
7,027
-246
| -3% | -$4.97K | 0.02% | 546 |
|
|
2021
Q3 | $152K | Buy |
7,273
+48
| +0.7% | +$1K | 0.03% | 517 |
|
|
2021
Q2 | $155K | Buy |
7,225
+17
| +0.2% | +$365 | 0.03% | 491 |
|
|
2021
Q1 | $163K | Buy |
+7,208
| New | +$163K | 0.04% | 435 |
|