Ten Capital Wealth Advisors’s First Trust TCW ESG Premier Equity ETF EPRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,167
Closed -$18K 672
2022
Q3
$18K Hold
1,167
0.01% 256
2022
Q2
$18K Hold
1,167
0.01% 215
2022
Q1
$22K Hold
1,167
0.01% 214
2021
Q4
$26K Hold
1,167
0.01% 201
2021
Q3
$24K Buy
+1,167
New +$24.7K 0.01% 192

Ten Capital Wealth Advisors's EPRE Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of First Trust TCW ESG Premier Equity ETF (EPRE) in Q4 2022, closing a stake of 1,167 shares — an estimated $18K sold.

Ten Capital Wealth Advisors first reported a position in EPRE in Q3 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 0 funds tracked by Wall St. Rank hold EPRE as of Q4 2022.

  • Ten Capital Wealth Advisors reported no remaining First Trust TCW ESG Premier Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 1,167 First Trust TCW ESG Premier Equity ETF shares in Q4 2022, an estimated $18K.
  • Ten Capital Wealth Advisors first reported a position in First Trust TCW ESG Premier Equity ETF in Q3 2021 and held it in 5 quarters.
  • Ten Capital Wealth Advisors's First Trust TCW ESG Premier Equity ETF position peaked at $26K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held First Trust TCW ESG Premier Equity ETF as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.