Walkner Condon Financial Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
|
|||||
|
2025
Q1 | $862K | Sell |
|
|||||
|
2024
Q4 | $1.14M | Sell |
|
|||||
|
2024
Q3 | $1.4M | Buy |
|
|||||
|
2024
Q2 | $1.23M | Sell |
|
|||||
|
2024
Q1 | $1.51M | Sell |
|
|||||
|
2023
Q4 | $2.95M | Sell |
|
|||||
|
2023
Q3 | $6.47M | Sell |
|
|||||
|
2023
Q2 | $7.7M | Sell |
|
|||||
|
2023
Q1 | $7.89M | Buy |
|
|||||
|
2022
Q4 | $6.85M | Buy |
|
|||||
|
2022
Q3 | $6.64M | Buy |
|
|||||
|
2022
Q2 | $7.03M | Buy |
|
|||||
|
2022
Q1 | $6.85M | Buy |
|
|||||
|
2021
Q4 | $388K | Sell |
|
|||||
|
2021
Q3 | $6.17M | Sell |
|
|||||
|
2021
Q2 | $6.45M | Buy |
|
|||||
|
2021
Q1 | $6.01M | Sell |
|
|||||
|
2020
Q4 | $8.26M | Sell |
|
|||||
|
2020
Q3 | $10.4M | Buy |
|
|||||
|
2020
Q2 | $10M | Buy |
|
|||||
|
2020
Q1 | $4.31M | Buy |
|
|||||
|
2019
Q4 | $3.63M | Buy |
|