TriaGen Wealth Management’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-37,603
| Closed | -$1.05M | – | 171 |
|
2022
Q4 | $1.05M | Sell |
37,603
-12
| -0% | -$336 | 0.58% | 50 |
|
2022
Q3 | $923K | Buy |
37,615
+2,424
| +7% | +$59.5K | 0.51% | 53 |
|
2022
Q2 | $824K | Sell |
35,191
-41,412
| -54% | -$970K | 0.59% | 50 |
|
2022
Q1 | $2.03M | Sell |
76,603
-5,993
| -7% | -$159K | 1.05% | 24 |
|
2021
Q4 | $1.61M | Buy |
+82,596
| New | +$1.61M | 0.79% | 50 |
|