Western Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,418
| Closed | -$211K | – | 723 |
|
2024
Q3 | $211K | Buy |
+2,418
| New | +$211K | 0.01% | 703 |
|
2022
Q4 | – | Sell |
-5,997
| Closed | -$337K | – | 744 |
|
2022
Q3 | $337K | Buy |
5,997
+112
| +2% | +$6.29K | 0.02% | 598 |
|
2022
Q2 | $377K | Sell |
5,885
-9,824
| -63% | -$629K | 0.02% | 545 |
|
2022
Q1 | $1.19M | Buy |
15,709
+6,805
| +76% | +$517K | 0.06% | 307 |
|
2021
Q4 | $735K | Buy |
+8,904
| New | +$735K | 0.07% | 253 |
|
2021
Q2 | $641K | Buy |
8,402
+274
| +3% | +$20.9K | 0.07% | 305 |
|
2021
Q1 | $594K | Buy |
8,128
+471
| +6% | +$34.4K | 0.08% | 249 |
|
2020
Q4 | $530K | Buy |
7,657
+352
| +5% | +$24.4K | 0.08% | 241 |
|
2020
Q3 | $433K | Buy |
+7,305
| New | +$433K | 0.07% | 263 |
|