Titus Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $327K | Buy |
3,980
+2
| +0.1% | +$164 | 0.16% | 100 |
|
|
2022
Q1 | $434K | Hold |
3,978
| – | – | 0.2% | 85 |
|
|
2021
Q4 | $487K | Hold |
3,978
| – | – | 0.22% | 77 |
|
|
2021
Q3 | $492K | Hold |
3,978
| – | – | 0.26% | 69 |
|
|
2021
Q2 | $507K | Buy |
3,978
+477
| +14% | +$60.8K | 0.27% | 62 |
|
|
2021
Q1 | $417K | Sell |
3,501
-476
| -12% | -$56.7K | 0.24% | 72 |
|
|
2020
Q4 | $471K | Hold |
3,977
| – | – | 0.29% | 64 |
|
|
2020
Q3 | $384K | Buy |
3,977
+1
| +0% | +$97 | 0.27% | 67 |
|
|
2020
Q2 | $333K | Hold |
3,976
| – | – | 0.26% | 71 |
|
|
2020
Q1 | $250K | Buy |
3,976
+479
| +14% | +$30.1K | 0.24% | 75 |
|
|
2019
Q4 | $281K | Sell |
3,497
-845
| -19% | -$67.9K | 0.28% | 75 |
|
|
2019
Q3 | $329K | Sell |
4,342
-198
| -4% | -$15K | 0.3% | 65 |
|
|
2019
Q2 | $354K | Sell |
4,540
-488
| -10% | -$38.1K | 0.35% | 57 |
|
|
2019
Q1 | $377 | Hold |
5,028
| – | – | 0.33% | 61 |
|
|
2018
Q4 | $312 | Buy |
+5,028
| New | +$312 | 0.27% | 64 |
|