SFPG
Stonebridge Financial Planning Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,295
| Closed | -$188K | – | 186 |
|
|
2021
Q4 | $188K | Sell |
1,295
-810
| -38% | -$118K | 0.1% | 124 |
|
|
2021
Q3 | $358K | Sell |
2,105
-510
| -20% | -$86.7K | 0.18% | 95 |
|
|
2021
Q2 | $447K | Sell |
2,615
-415
| -14% | -$70.9K | 0.24% | 77 |
|
|
2021
Q1 | $478K | Sell |
3,030
-160
| -5% | -$25.2K | 0.28% | 67 |
|
|
2020
Q4 | $536K | Sell |
3,190
-85
| -3% | -$14.3K | 0.34% | 56 |
|
|
2020
Q3 | $526K | Buy |
3,275
+715
| +28% | +$115K | 0.38% | 55 |
|
|
2020
Q2 | $437K | Buy |
2,560
+1,650
| +181% | +$282K | 0.37% | 55 |
|
|
2020
Q1 | $126K | Buy |
910
+50
| +6% | +$6.92K | 0.13% | 107 |
|
|
2019
Q4 | $128K | Buy |
+860
| New | +$128K | 0.12% | 113 |
|