Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 888 |
|
|
2023
Q4 | – | Sell |
-103
| Closed | -$4.56K | – | 856 |
|
|
2023
Q3 | $4.56K | Buy |
+103
| New | +$4.56K | ﹤0.01% | 615 |
|
|
2018
Q2 | – | Sell |
-89
| Closed | -$3K | – | 874 |
|
|
2018
Q1 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 778 |
|
|
2017
Q2 | – | Sell |
-385
| Closed | -$9K | – | 857 |
|
|
2017
Q1 | $9K | Buy |
385
+176
| +84% | +$4.11K | 0.01% | 584 |
|
|
2016
Q4 | $5K | Hold |
209
| – | – | ﹤0.01% | 708 |
|
|
2016
Q3 | $5K | Hold |
209
| – | – | ﹤0.01% | 689 |
|
|
2016
Q2 | $5K | Buy |
+209
| New | +$5K | ﹤0.01% | 627 |
|