WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $616K | Sell |
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|
2023
Q2 | $746K | Sell |
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|
2023
Q1 | $801K | Sell |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $2.46M | Sell |
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|
2021
Q2 | $2.46M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.31M | Buy |
|