HCR WEALTH ADVISORS – First Trust TCW Opportunistic Fixed Income ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$2.00M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-6.10%
quarter
First Trust TCW Opportunistic Fixed Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.45% | -6.55K shares | -434K | $43.54 | 46.06K |
| Q2 2022 | share | Decrease | -9.05% | -5.23K shares | -428K | $46.37 | 52.61K |
| Q1 2022 | share | Decrease | -0.15% | -85 shares | -215K | $49.58 | 57.85K |
| Q4 2021 | share | Increase | +6.31% | 3.44K shares | 165K | $53.23 | 57.93K |
| Q3 2021 | share | Increase | +30.09% | 12.60K shares | 671K | $53.43 | 54.49K |
| Q2 2021 | share | Increase | +5.52% | 2.19K shares | 150K | $53.34 | 41.89K |
| Q1 2021 | share | Increase | +3.54% | 1.35K shares | -2K | $52.35 | 39.70K |
| Q4 2020 | share | Increase | +72.88% | 16.16K shares | 878K | $53.86 | 38.34K |
| Q3 2020 | share | Increase | +39.67% | 6.3K shares | 350K | $53.25 | 22.18K |
| Q2 2020 | share | 0.00% | 0 shares | 34K | $52.7 | 15.88K | |
| Q1 2020 | share | Increase | +23.29% | 3K shares | 170K | $50.51 | 15.88K |
| Q4 2019 | share | Increase | 0.00% | 12.88K shares | 667K | $49.42 | 12.88K |