Squar Milner Financial Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-781
| Closed | -$20K | – | 398 |
|
2020
Q1 | $20K | Hold |
781
| – | – | 0.01% | 466 |
|
2019
Q4 | $24K | Buy |
+781
| New | +$24K | 0.01% | 495 |
|
2019
Q3 | – | Sell |
-781
| Closed | -$24K | – | 394 |
|
2019
Q2 | $24K | Hold |
781
| – | – | 0.02% | 436 |
|
2019
Q1 | $23K | Hold |
781
| – | – | 0.02% | 410 |
|
2018
Q4 | $20K | Hold |
781
| – | – | 0.02% | 392 |
|
2018
Q3 | $24K | Buy |
+781
| New | +$24K | 0.02% | 387 |
|