Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,531
| Closed | -$1.04M | – | 276 |
|
|
2021
Q4 | $1.04M | Sell |
19,531
-6,794
| -26% | -$361K | 0.19% | 115 |
|
|
2021
Q3 | $1.41M | Sell |
26,325
-258
| -1% | -$13.8K | 0.28% | 70 |
|
|
2021
Q2 | $1.43M | Sell |
26,583
-914
| -3% | -$49K | 0.29% | 65 |
|
|
2021
Q1 | $1.45M | Sell |
27,497
-1,030
| -4% | -$54.4K | 0.34% | 54 |
|
|
2020
Q4 | $1.56M | Buy |
28,527
+1,344
| +5% | +$73.5K | 0.37% | 49 |
|
|
2020
Q3 | $1.5M | Buy |
27,183
+1,763
| +7% | +$97K | 0.46% | 39 |
|
|
2020
Q2 | $1.39M | Buy |
+25,420
| New | +$1.39M | 0.5% | 47 |
|