Patriot Financial Group Insurance Agency’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,500
| Closed | -$75K | – | 1442 |
|
|
2019
Q1 | $75K | Hold |
2,500
| – | – | 0.04% | 322 |
|
|
2018
Q4 | $63K | Hold |
2,500
| – | – | 0.04% | 280 |
|
|
2018
Q3 | $77K | Buy |
+2,500
| New | +$77K | 0.05% | 237 |
|
|
2017
Q3 | – | Sell |
-202
| Closed | -$5K | – | 928 |
|
|
2017
Q2 | $5K | Sell |
202
-101
| -33% | -$2.5K | 0.01% | 669 |
|
|
2017
Q1 | $7K | Buy |
+303
| New | +$7K | 0.01% | 557 |
|