TriaGen Wealth Management’s First Trust Nasdaq Transportation ETF FTXR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-50,494
| Closed | -$1.75M | – | 181 |
|
2021
Q4 | $1.75M | Buy |
50,494
+478
| +1% | +$16.5K | 0.86% | 40 |
|
2021
Q3 | $1.54M | Buy |
50,016
+722
| +1% | +$22.2K | 0.84% | 43 |
|
2021
Q2 | $1.6M | Buy |
49,294
+446
| +0.9% | +$14.4K | 0.82% | 44 |
|
2021
Q1 | $1.61M | Buy |
48,848
+373
| +0.8% | +$12.3K | 0.92% | 41 |
|
2020
Q4 | $1.36M | Buy |
+48,475
| New | +$1.36M | 0.8% | 47 |
|