WR Wealth Planners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-122
| Closed | -$5.42K | – | 437 |
|
|
2023
Q3 | $5.42K | Hold |
122
| – | – | ﹤0.01% | 669 |
|
|
2023
Q2 | $5.74K | Hold |
122
| – | – | ﹤0.01% | 658 |
|
|
2023
Q1 | $5.51K | Hold |
122
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $5.67K | Buy |
122
+1
| +0.8% | +$47 | ﹤0.01% | 319 |
|
|
2022
Q3 | $4.98K | Hold |
121
| – | – | ﹤0.01% | 313 |
|
|
2022
Q2 | $5.01K | Buy |
121
+1
| +0.8% | +$41 | ﹤0.01% | 341 |
|
|
2022
Q1 | $5.73K | Buy |
+120
| New | +$5.73K | ﹤0.01% | 345 |
|