Stonebridge Financial Planning Group’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-125
| Closed | -$7K | – | 408 |
|
|
2021
Q3 | $7K | Sell |
125
-220
| -64% | -$12.3K | ﹤0.01% | 362 |
|
|
2021
Q2 | $19K | Sell |
345
-50
| -13% | -$2.75K | 0.01% | 303 |
|
|
2021
Q1 | $21K | Hold |
395
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $22K | Hold |
395
| – | – | 0.01% | 271 |
|
|
2020
Q3 | $22K | Buy |
395
+270
| +216% | +$15K | 0.02% | 263 |
|
|
2020
Q2 | $7K | Buy |
+125
| New | +$7K | 0.01% | 334 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$16K | – | 413 |
|
|
2019
Q4 | $16K | Buy |
+300
| New | +$16K | 0.01% | 255 |
|