Spire Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-51
| Closed | -$1.72K | – | 2399 |
|
|
2023
Q2 | $1.72K | Sell |
51
-4,144
| -99% | -$140K | ﹤0.01% | 2224 |
|
|
2023
Q1 | $138K | Buy |
4,195
+20
| +0.5% | +$660 | 0.01% | 856 |
|
|
2022
Q4 | $146K | Sell |
4,175
-2,956
| -41% | -$103K | 0.01% | 628 |
|
|
2022
Q3 | $238K | Sell |
7,131
-3,285
| -32% | -$110K | 0.01% | 487 |
|
|
2022
Q2 | $353K | Sell |
10,416
-18
| -0.2% | -$610 | 0.01% | 580 |
|
|
2022
Q1 | $382K | Sell |
10,434
-282
| -3% | -$10.3K | 0.01% | 649 |
|
|
2021
Q4 | $405K | Buy |
10,716
+3
| +0% | +$113 | 0.01% | 775 |
|
|
2021
Q3 | $377K | Sell |
10,713
-6,696
| -38% | -$236K | 0.01% | 683 |
|
|
2021
Q2 | $632K | Hold |
17,409
| – | – | 0.02% | 545 |
|
|
2021
Q1 | $595K | Buy |
+17,409
| New | +$595K | 0.02% | 613 |
|