TWM
TriaGen Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-89,741
| Closed | -$2.08M | – | 185 |
|
|
2021
Q4 | $2.08M | Buy |
89,741
+396
| +0.4% | +$9.2K | 1.03% | 27 |
|
|
2021
Q3 | $2.03M | Buy |
89,345
+824
| +0.9% | +$18.7K | 1.1% | 18 |
|
|
2021
Q2 | $2.11M | Sell |
88,521
-56,028
| -39% | -$1.33M | 1.08% | 19 |
|
|
2021
Q1 | $3.32M | Buy |
144,549
+4,263
| +3% | +$97.9K | 1.91% | 7 |
|
|
2020
Q4 | $3.12M | Buy |
+140,286
| New | +$3.12M | 1.83% | 7 |
|