Total Clarity Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,033
| Closed | -$324K | – | 730 |
|
2022
Q2 | $324K | Buy |
5,033
+372
| +8% | +$23.9K | 0.17% | 142 |
|
2022
Q1 | $354K | Buy |
4,661
+3
| +0.1% | +$228 | 0.19% | 141 |
|
2021
Q4 | $385K | Buy |
4,658
+92
| +2% | +$7.6K | 0.17% | 135 |
|
2021
Q3 | $348K | Sell |
4,566
-60
| -1% | -$4.57K | 0.17% | 141 |
|
2021
Q2 | $353K | Hold |
4,626
| – | – | 0.2% | 143 |
|
2021
Q1 | $338K | Buy |
4,626
+670
| +17% | +$49K | 0.19% | 123 |
|
2020
Q4 | $274K | Buy |
+3,956
| New | +$274K | 0.19% | 123 |
|