Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.87K | Buy |
183
+2
| +1% | +$86 | ﹤0.01% | 530 |
|
|
2024
Q3 | $8.2K | Buy |
181
+2
| +1% | +$91 | ﹤0.01% | 522 |
|
|
2024
Q2 | $7.7K | Buy |
179
+2
| +1% | +$86 | ﹤0.01% | 503 |
|
|
2024
Q1 | $7.74K | Buy |
177
+1
| +0.6% | +$44 | ﹤0.01% | 505 |
|
|
2023
Q4 | $7.83K | Buy |
176
+2
| +1% | +$89 | ﹤0.01% | 511 |
|
|
2023
Q3 | $7.3K | Sell |
174
-204
| -54% | -$8.56K | ﹤0.01% | 499 |
|
|
2023
Q2 | $16.7K | Buy |
378
+3
| +0.8% | +$133 | ﹤0.01% | 412 |
|
|
2023
Q1 | $16.9K | Buy |
375
+3
| +0.8% | +$135 | ﹤0.01% | 412 |
|
|
2022
Q4 | $16.3K | Buy |
372
+4
| +1% | +$176 | ﹤0.01% | 436 |
|
|
2022
Q3 | $16K | Buy |
368
+3
| +0.8% | +$130 | ﹤0.01% | 441 |
|
|
2022
Q2 | $17K | Buy |
365
+3
| +0.8% | +$140 | ﹤0.01% | 427 |
|
|
2022
Q1 | $18K | Buy |
362
+1
| +0.3% | +$50 | ﹤0.01% | 413 |
|
|
2021
Q4 | $19K | Sell |
361
-355
| -50% | -$18.7K | ﹤0.01% | 430 |
|
|
2021
Q3 | $38K | Buy |
716
+3
| +0.4% | +$159 | 0.01% | 315 |
|
|
2021
Q2 | $38K | Sell |
713
-1,390
| -66% | -$74.1K | 0.01% | 310 |
|
|
2021
Q1 | $111 | Sell |
2,103
-1,630
| -44% | -$86 | 0.03% | 171 |
|
|
2020
Q4 | $204K | Sell |
3,733
-1,261
| -25% | -$68.9K | 0.07% | 113 |
|
|
2020
Q3 | $275K | Sell |
4,994
-882
| -15% | -$48.6K | 0.1% | 86 |
|
|
2020
Q2 | $322K | Sell |
5,876
-1,653
| -22% | -$90.6K | 0.12% | 84 |
|
|
2020
Q1 | $397K | Buy |
+7,529
| New | +$397K | 0.18% | 74 |
|