Trueblood Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
16,580
+1,458
| +10% | +$51.8K | 0.25% | 129 |
|
|
2025
Q1 | $532K | Hold |
15,122
| – | – | 0.25% | 127 |
|
|
2024
Q4 | $553K | Hold |
15,122
| – | – | 0.27% | 122 |
|
|
2024
Q3 | $542K | Hold |
15,122
| – | – | 0.27% | 119 |
|
|
2024
Q2 | $533K | Hold |
15,122
| – | – | 0.3% | 104 |
|
|
2024
Q1 | $522K | Sell |
15,122
-111
| -0.7% | -$3.83K | 0.3% | 103 |
|
|
2023
Q4 | $499K | Buy |
+15,233
| New | +$499K | 0.31% | 104 |
|