Stonebridge Financial Planning Group’s First Trust Nasdaq Semiconductor ETF FTXL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-760
| Closed | -$50K | – | 203 |
|
2021
Q4 | $50K | Hold |
760
| – | – | 0.03% | 218 |
|
2021
Q3 | $56K | Buy |
760
+360
| +90% | +$26.5K | 0.03% | 210 |
|
2021
Q2 | $27K | Hold |
400
| – | – | 0.01% | 277 |
|
2021
Q1 | $27K | Hold |
400
| – | – | 0.02% | 270 |
|
2020
Q4 | $24K | Hold |
400
| – | – | 0.02% | 260 |
|
2020
Q3 | $21K | Hold |
400
| – | – | 0.02% | 265 |
|
2020
Q2 | $18K | Hold |
400
| – | – | 0.02% | 272 |
|
2020
Q1 | $14K | Hold |
400
| – | – | 0.01% | 276 |
|
2019
Q4 | $16K | Buy |
+400
| New | +$16K | 0.01% | 256 |
|