Squar Milner Financial Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,214
| Closed | -$204K | – | 64 |
|
|
2020
Q2 | $204K | Buy |
1,214
+151
| +14% | +$25.4K | 0.12% | 204 |
|
|
2020
Q1 | $139K | Hold |
1,063
| – | – | 0.08% | 209 |
|
|
2019
Q4 | $158K | Buy |
+1,063
| New | +$158K | 0.08% | 243 |
|
|
2019
Q3 | – | Sell |
-1,063
| Closed | -$150K | – | 384 |
|
|
2019
Q2 | $150K | Hold |
1,063
| – | – | 0.1% | 203 |
|
|
2019
Q1 | $160K | Sell |
1,063
-60
| -5% | -$9.03K | 0.12% | 193 |
|
|
2018
Q4 | $139K | Buy |
1,123
+33
| +3% | +$4.09K | 0.13% | 179 |
|
|
2018
Q3 | $173K | Buy |
1,090
+789
| +262% | +$125K | 0.16% | 177 |
|
|
2018
Q2 | $42K | Buy |
+301
| New | +$42K | 0.04% | 360 |
|