PWAG
Polaris Wealth Advisory Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-879
| Closed | -$65K | – | 258 |
|
|
2018
Q3 | $65K | Buy |
879
+215
| +32% | +$15.9K | ﹤0.01% | 229 |
|
|
2018
Q2 | $46K | Sell |
664
-820
| -55% | -$56.8K | ﹤0.01% | 133 |
|
|
2018
Q1 | $102K | Sell |
1,484
-4,156
| -74% | -$286K | 0.01% | 165 |
|
|
2017
Q4 | $385K | Sell |
5,640
-11,181
| -66% | -$763K | 0.03% | 113 |
|
|
2017
Q3 | $1.07M | Sell |
16,821
-2,505
| -13% | -$160K | 0.09% | 89 |
|
|
2017
Q2 | $1.15M | Buy |
+19,326
| New | +$1.15M | 0.13% | 70 |
|