WealthPLAN Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $141 | Hold |
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|
2023
Q1 | $135 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $269K | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $646K | Buy |
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|
2017
Q1 | $37.3K | Buy |
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|
2016
Q3 | $723K | Sell |
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|
2016
Q2 | $825K | Buy |
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|
2015
Q4 | $937K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $527K | Buy |
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