WealthOne’s First Trust Securitized Plus ETF DEED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $236K | Sell |
11,838
-2,451
| -17% | -$49K | 0.1% | 70 |
|
|
2023
Q2 | $305K | Sell |
14,289
-10,178
| -42% | -$217K | 0.11% | 76 |
|
|
2023
Q1 | $531K | Sell |
24,467
-10,376
| -30% | -$225K | 0.21% | 51 |
|
|
2022
Q4 | $735K | Sell |
34,843
-9,351
| -21% | -$197K | 0.3% | 37 |
|
|
2022
Q3 | $949K | Sell |
44,194
-6,221
| -12% | -$134K | 0.41% | 34 |
|
|
2022
Q2 | $1.15M | Buy |
50,415
+1,331
| +3% | +$30.3K | 0.47% | 29 |
|
|
2022
Q1 | $1.19M | Buy |
49,084
+4,547
| +10% | +$110K | 0.42% | 30 |
|
|
2021
Q4 | $1.15M | Buy |
44,537
+33,551
| +305% | +$863K | 0.4% | 31 |
|
|
2021
Q3 | $285K | Buy |
+10,986
| New | +$285K | 0.11% | 108 |
|