TrueWealth Advisors’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,464
| Closed | -$197K | – | 220 |
|
|
2024
Q4 | $197K | Sell |
10,464
-710
| -6% | -$13.4K | 0.07% | 222 |
|
|
2024
Q3 | $215K | Sell |
11,174
-130
| -1% | -$2.5K | 0.07% | 214 |
|
|
2024
Q2 | $212K | Sell |
11,304
-981
| -8% | -$18.4K | 0.08% | 210 |
|
|
2024
Q1 | $231K | Buy |
12,285
+655
| +6% | +$12.3K | 0.09% | 190 |
|
|
2023
Q4 | $221K | Sell |
11,630
-727
| -6% | -$13.8K | 0.09% | 178 |
|
|
2023
Q3 | $227K | Sell |
12,357
-882
| -7% | -$16.2K | 0.1% | 170 |
|
|
2023
Q2 | $247K | Buy |
+13,239
| New | +$247K | 0.1% | 157 |
|