Spire Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-309
| Closed | -$7K | – | 2497 |
|
|
2022
Q4 | $7K | Buy |
+309
| New | +$7K | ﹤0.01% | 1725 |
|
|
2022
Q3 | – | Sell |
-309
| Closed | -$7K | – | 2261 |
|
|
2022
Q2 | $7K | Sell |
309
-11,281
| -97% | -$256K | ﹤0.01% | 2017 |
|
|
2022
Q1 | $280K | Buy |
11,590
+65
| +0.6% | +$1.57K | 0.01% | 746 |
|
|
2021
Q4 | $296K | Buy |
11,525
+1,384
| +14% | +$35.5K | 0.01% | 910 |
|
|
2021
Q3 | $263K | Buy |
10,141
+42
| +0.4% | +$1.09K | 0.01% | 811 |
|
|
2021
Q2 | $262K | Buy |
+10,099
| New | +$262K | 0.01% | 832 |
|