PWA
PCG Wealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,328
| Closed | -$325K | – | 126 |
|
|
2024
Q2 | $325K | Sell |
17,328
-19,523
| -53% | -$366K | 0.14% | 89 |
|
|
2024
Q1 | $692K | Sell |
36,851
-13,974
| -27% | -$262K | 0.33% | 57 |
|
|
2023
Q4 | $964K | Sell |
50,825
-8,012
| -14% | -$152K | 0.54% | 47 |
|
|
2023
Q3 | $1.08M | Sell |
58,837
-1,090
| -2% | -$20K | 0.71% | 36 |
|
|
2023
Q2 | $1.12M | Buy |
59,927
+39,717
| +197% | +$740K | 0.69% | 39 |
|
|
2023
Q1 | $381K | Buy |
+20,210
| New | +$381K | 0.24% | 72 |
|