Stonebridge Financial Planning Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$122K | – | 199 |
|
|
2021
Q4 | $122K | Hold |
1,200
| – | – | 0.06% | 144 |
|
|
2021
Q3 | $159K | Hold |
1,200
| – | – | 0.08% | 138 |
|
|
2021
Q2 | $152K | Hold |
1,200
| – | – | 0.08% | 135 |
|
|
2021
Q1 | $150K | Hold |
1,200
| – | – | 0.09% | 127 |
|
|
2020
Q4 | $142K | Hold |
1,200
| – | – | 0.09% | 120 |
|
|
2020
Q3 | $123K | Hold |
1,200
| – | – | 0.09% | 118 |
|
|
2020
Q2 | $103K | Hold |
1,200
| – | – | 0.09% | 127 |
|
|
2020
Q1 | $79K | Hold |
1,200
| – | – | 0.08% | 137 |
|
|
2019
Q4 | $96K | Buy |
+1,200
| New | +$96K | 0.09% | 133 |
|