WealthPLAN Partners’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-97
| Closed | -$6.77K | – | 1355 |
|
|
2023
Q1 | $6.77K | Buy |
+97
| New | +$6.77K | ﹤0.01% | 947 |
|
|
2021
Q4 | – | Sell |
-2,447
| Closed | -$201K | – | 389 |
|
|
2021
Q3 | $201K | Buy |
+2,447
| New | +$201K | 0.01% | 361 |
|
|
2020
Q4 | – | Sell |
-4,097
| Closed | -$258K | – | 339 |
|
|
2020
Q3 | $258K | Hold |
4,097
| – | – | 0.03% | 273 |
|
|
2020
Q2 | $244K | Buy |
+4,097
| New | +$244K | 0.03% | 269 |
|