Spire Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132K | Sell |
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|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $125K | Buy |
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|
2024
Q4 | $70.6K | Buy |
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|
2024
Q3 | $1.33K | Sell |
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|
2024
Q2 | $17.6K | Hold |
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|
2024
Q1 | $17.7K | Sell |
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|
2023
Q4 | $29.6K | Sell |
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|
2023
Q3 | $74.2K | Sell |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $36K | Sell |
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|
2022
Q2 | $826K | Sell |
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|
2022
Q1 | $879K | Sell |
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|
2021
Q4 | $953K | Buy |
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|
2021
Q3 | $957K | Buy |
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|
2021
Q2 | $714K | Buy |
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|
2021
Q1 | $40K | Buy |
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