White Lighthouse Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,165
| Closed | -$201K | – | 117 |
|
|
2021
Q2 | $201K | Buy |
+1,165
| New | +$201K | 0.06% | 116 |
|
|
2021
Q1 | – | Sell |
-1,465
| Closed | -$246K | – | 116 |
|
|
2020
Q4 | $246K | Buy |
+1,465
| New | +$246K | 0.08% | 104 |
|
|
2018
Q4 | – | Sell |
-1,265
| Closed | -$200K | – | 114 |
|
|
2018
Q3 | $200K | Sell |
1,265
-785
| -38% | -$124K | 0.1% | 115 |
|
|
2018
Q2 | $287K | Hold |
2,050
| – | – | 0.16% | 95 |
|
|
2018
Q1 | $272K | Sell |
2,050
-290
| -12% | -$38.5K | 0.16% | 99 |
|
|
2017
Q4 | $291K | Buy |
+2,340
| New | +$291K | 0.17% | 96 |
|