SWM
Selective Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-746
| Closed | -$98K | – | 316 |
|
|
2022
Q3 | $98K | Sell |
746
-500
| -40% | -$65.7K | 0.04% | 212 |
|
|
2022
Q2 | $169K | Hold |
1,246
| – | – | 0.06% | 159 |
|
|
2022
Q1 | $186K | Sell |
1,246
-500
| -29% | -$74.6K | 0.07% | 143 |
|
|
2021
Q4 | $283K | Buy |
1,746
+100
| +6% | +$16.2K | 0.12% | 90 |
|
|
2021
Q3 | $273K | Buy |
1,646
+1,100
| +201% | +$182K | 0.14% | 78 |
|
|
2021
Q2 | $94K | Buy |
546
+400
| +274% | +$68.9K | 0.07% | 128 |
|
|
2021
Q1 | $23K | Sell |
146
-100
| -41% | -$15.8K | 0.02% | 181 |
|
|
2020
Q4 | $41K | Buy |
+246
| New | +$41K | 0.03% | 125 |
|