Sweet Financial Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $319K | Hold |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $298K | Hold |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $283K | Sell |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $564K | Buy |
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