Transamerica Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-861
| Closed | -$44K | – | 504 |
|
2016
Q1 | $44K | Hold |
861
| – | – | ﹤0.01% | 379 |
|
2015
Q4 | $45K | Sell |
861
-1,027
| -54% | -$53.7K | ﹤0.01% | 418 |
|
2015
Q3 | $92K | Buy |
1,888
+1,800
| +2,045% | +$87.7K | 0.01% | 329 |
|
2015
Q2 | $5K | Hold |
88
| – | – | ﹤0.01% | 699 |
|
2015
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 696 |
|