WealthShield Partners’s First Trust Nasdaq Bank ETF FTXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Hold |
440
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $13.4K | Hold |
440
| – | – | ﹤0.01% | 470 |
|
|
2024
Q4 | $14K | Hold |
440
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $12.8K | Hold |
440
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $11.7K | Hold |
440
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $11.9K | Hold |
440
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $11.1K | Hold |
440
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $9.1K | Hold |
440
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $9.34K | Hold |
440
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $9.35K | Buy |
+440
| New | +$9.35K | ﹤0.01% | 444 |
|
|
2021
Q3 | – | Sell |
-440
| Closed | -$14K | – | 420 |
|
|
2021
Q2 | $14K | Hold |
440
| – | – | ﹤0.01% | 705 |
|
|
2021
Q1 | $14K | Buy |
+440
| New | +$14K | ﹤0.01% | 736 |
|
|
2018
Q4 | – | Sell |
-1,640
| Closed | -$46K | – | 256 |
|
|
2018
Q3 | $46K | Buy |
1,640
+840
| +105% | +$23.6K | 0.03% | 170 |
|
|
2018
Q2 | $23K | Hold |
800
| – | – | 0.01% | 179 |
|
|
2018
Q1 | $24K | Buy |
+800
| New | +$24K | 0.02% | 172 |
|