PWM
Purus Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
2,117
| – | – | 0.11% | 105 |
|
|
2025
Q1 | $237K | Sell |
2,117
-36
| -2% | -$4.02K | 0.1% | 104 |
|
|
2024
Q4 | $257K | Sell |
2,153
-49
| -2% | -$5.86K | 0.1% | 100 |
|
|
2024
Q3 | $243K | Sell |
2,202
-5
| -0.2% | -$551 | 0.1% | 103 |
|
|
2024
Q2 | $219K | Sell |
2,207
-169
| -7% | -$16.8K | 0.1% | 109 |
|
|
2024
Q1 | $251K | Sell |
2,376
-51
| -2% | -$5.4K | 0.12% | 97 |
|
|
2023
Q4 | $233K | Sell |
2,427
-415
| -15% | -$39.8K | 0.13% | 112 |
|
|
2023
Q3 | $239K | Hold |
2,842
| – | – | 0.16% | 103 |
|
|
2023
Q2 | $251K | Sell |
2,842
-1,127
| -28% | -$99.4K | 0.16% | 104 |
|
|
2023
Q1 | $334K | Sell |
3,969
-36
| -0.9% | -$3.03K | 0.26% | 76 |
|
|
2022
Q4 | $315K | Sell |
4,005
-142
| -3% | -$11.2K | 0.29% | 75 |
|
|
2022
Q3 | $336K | Sell |
4,147
-186
| -4% | -$15.1K | 0.31% | 70 |
|
|
2022
Q2 | $356K | Hold |
4,333
| – | – | 0.32% | 69 |
|
|
2022
Q1 | $473K | Sell |
4,333
-117
| -3% | -$12.8K | 0.33% | 70 |
|
|
2021
Q4 | $545K | Sell |
4,450
-1,212
| -21% | -$148K | 0.34% | 67 |
|
|
2021
Q3 | $699K | Sell |
5,662
-201
| -3% | -$24.8K | 0.48% | 47 |
|
|
2021
Q2 | $747K | Buy |
+5,863
| New | +$747K | 0.54% | 44 |
|