Walkner Condon Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,516
| Closed | -$243K | – | 168 |
|
|
2021
Q1 | $243K | Hold |
1,516
| – | – | 0.09% | 149 |
|
|
2020
Q4 | $255K | Buy |
1,516
+65
| +4% | +$10.9K | 0.11% | 114 |
|
|
2020
Q3 | $228K | Buy |
1,451
+41
| +3% | +$6.44K | 0.12% | 111 |
|
|
2020
Q2 | $237K | Sell |
1,410
-215
| -13% | -$36.1K | 0.21% | 52 |
|
|
2020
Q1 | $213K | Hold |
1,625
| – | – | 0.23% | 49 |
|
|
2019
Q4 | $242K | Buy |
+1,625
| New | +$242K | 0.23% | 59 |
|