Twin Peaks Wealth Advisors’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
221,001
+1,333
| +0.6% | +$33.2K | 1.78% | 17 |
|
|
2025
Q1 | $5.4M | Sell |
219,668
-1,532
| -0.7% | -$37.6K | 2.46% | 11 |
|
|
2024
Q4 | $5.45M | Sell |
221,200
-1,260
| -0.6% | -$31.1K | 2.3% | 10 |
|
|
2024
Q3 | $5.59M | Buy |
222,460
+1,404
| +0.6% | +$35.3K | 2.58% | 9 |
|
|
2024
Q2 | $5.4M | Buy |
221,056
+3,682
| +2% | +$90K | 2.7% | 11 |
|
|
2024
Q1 | $5.35M | Buy |
217,374
+6,133
| +3% | +$151K | 2.97% | 8 |
|
|
2023
Q4 | $5.23M | Buy |
+211,241
| New | +$5.23M | 3.34% | 5 |
|