Total Clarity Wealth Management’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
Q3 | – | Sell |
-2,126
| Closed | -$99K | – | 471 |
|
|
2022
Q2 | $99K | Buy |
+2,126
| New | +$99K | 0.05% | 321 |
|
|
2022
Q1 | – | Sell |
-1,827
| Closed | -$97K | – | 441 |
|
|
2021
Q4 | $97K | Hold |
1,827
| – | – | 0.04% | 317 |
|
|
2021
Q3 | $98K | Buy |
+1,827
| New | +$98K | 0.05% | 306 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$42K | – | 365 |
|
|
2021
Q1 | $42K | Sell |
800
-5,342
| -87% | -$280K | 0.02% | 366 |
|
|
2020
Q4 | $336K | Buy |
6,142
+807
| +15% | +$44.1K | 0.23% | 104 |
|
|
2020
Q3 | $294K | Buy |
+5,335
| New | +$294K | 0.26% | 97 |
|