PWMAG
Pinnacle Wealth Management Advisory Group’s First Trust Senior Loan Fund ETF FTSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,775
| Closed | -$436K | – | 329 |
|
|
2022
Q4 | $436K | Sell |
9,775
-840
| -8% | -$37.5K | 0.07% | 183 |
|
|
2022
Q3 | $468K | Sell |
10,615
-4,220
| -28% | -$186K | 0.08% | 169 |
|
|
2022
Q2 | $654K | Buy |
14,835
+620
| +4% | +$27.3K | 0.11% | 141 |
|
|
2022
Q1 | $669K | Buy |
14,215
+4,455
| +46% | +$210K | 0.1% | 160 |
|
|
2021
Q4 | $468K | Buy |
+9,760
| New | +$468K | 0.08% | 180 |
|