WR Wealth Planners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-151
| Closed | -$3.03K | – | 1190 |
|
2024
Q1 | $3.03K | Buy |
+151
| New | +$3.03K | ﹤0.01% | 806 |
|
2023
Q4 | – | Sell |
-149
| Closed | -$2.64K | – | 503 |
|
2023
Q3 | $2.64K | Hold |
149
| – | – | ﹤0.01% | 744 |
|
2023
Q2 | $2.69K | Buy |
149
+3
| +2% | +$54 | ﹤0.01% | 745 |
|
2023
Q1 | $2.52K | Hold |
146
| – | – | ﹤0.01% | 754 |
|
2022
Q4 | $2.45K | Buy |
146
+1
| +0.7% | +$17 | ﹤0.01% | 384 |
|
2022
Q3 | $2.34K | Buy |
145
+1
| +0.7% | +$16 | ﹤0.01% | 379 |
|
2022
Q2 | $2.55K | Buy |
144
+2
| +1% | +$35 | ﹤0.01% | 402 |
|
2022
Q1 | $2.96K | Buy |
+142
| New | +$2.96K | ﹤0.01% | 401 |
|