SWAG
Spectrum Wealth Advisory Group’s First Trust Indxx NextG ETF NXTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-66,071
| Closed | -$3.68M | – | 33 |
|
|
2022
Q3 | $3.68M | Buy |
66,071
+2,623
| +4% | +$146K | 4.62% | 7 |
|
|
2022
Q2 | $4.09M | Buy |
63,448
+2,739
| +5% | +$177K | 4.56% | 7 |
|
|
2022
Q1 | $4.61M | Buy |
60,709
+16,300
| +37% | +$1.24M | 4.45% | 7 |
|
|
2021
Q4 | $3.67M | Buy |
44,409
+1,408
| +3% | +$116K | 3.27% | 8 |
|
|
2021
Q3 | $3.28M | Buy |
43,001
+2,068
| +5% | +$158K | 3.24% | 10 |
|
|
2021
Q2 | $3.12M | Buy |
40,933
+7,097
| +21% | +$542K | 3.06% | 11 |
|
|
2021
Q1 | $2.47M | Buy |
+33,836
| New | +$2.47M | 2.36% | 11 |
|