Sugarloaf Wealth Management’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.87K | Buy |
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|
2024
Q3 | $8.2K | Buy |
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|
2024
Q2 | $7.7K | Buy |
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|
2024
Q1 | $7.74K | Buy |
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|
2023
Q4 | $7.83K | Buy |
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|
2023
Q3 | $7.3K | Sell |
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|
2023
Q2 | $16.7K | Buy |
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|
2023
Q1 | $16.9K | Buy |
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|
2022
Q4 | $16.3K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $19K | Sell |
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|
2021
Q3 | $38K | Buy |
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|
2021
Q2 | $38K | Sell |
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|
2021
Q1 | $111 | Sell |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $322K | Sell |
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|
2020
Q1 | $397K | Buy |
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