SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,100
| Closed | -$89K | – | 335 |
|
|
2022
Q3 | $89K | Sell |
1,100
-300
| -21% | -$24.3K | 0.04% | 224 |
|
|
2022
Q2 | $115K | Sell |
1,400
-1,200
| -46% | -$98.6K | 0.04% | 199 |
|
|
2022
Q1 | $284K | Sell |
2,600
-519
| -17% | -$56.7K | 0.1% | 100 |
|
|
2021
Q4 | $382K | Hold |
3,119
| – | – | 0.16% | 73 |
|
|
2021
Q3 | $385K | Buy |
3,119
+2,289
| +276% | +$283K | 0.2% | 55 |
|
|
2021
Q2 | $106K | Buy |
+830
| New | +$106K | 0.08% | 113 |
|