SWP
ShoreHaven Wealth Partners’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79,743
| Closed | -$1.52M | – | 80 |
|
|
2022
Q4 | $1.52M | Sell |
79,743
-47,728
| -37% | -$909K | 1.07% | 27 |
|
|
2022
Q3 | $2.32M | Sell |
127,471
-2,910
| -2% | -$53K | 1.77% | 15 |
|
|
2022
Q2 | $2.59M | Sell |
130,381
-53,485
| -29% | -$1.06M | 1.86% | 12 |
|
|
2022
Q1 | $3.92M | Sell |
183,866
-92,582
| -33% | -$1.97M | 2.07% | 18 |
|
|
2021
Q4 | $5.63M | Buy |
276,448
+4,361
| +2% | +$88.8K | 2.79% | 12 |
|
|
2021
Q3 | $5.4M | Buy |
272,087
+20,992
| +8% | +$416K | 2.81% | 12 |
|
|
2021
Q2 | $5.04M | Buy |
+251,095
| New | +$5.04M | 2.71% | 12 |
|