OPES WEALTH MANAGEMENT LLC – First Trust TCW Opportunistic Fixed Income ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$4.62M
portfolio value
OPES WEALTH MANAGEMENT LLC 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 | Increase | +60.26% | 39.96K shares | 1.55M | $43.54 | 106.27K |
| Q2 2022 | share | Decrease | -33.99% | -34.14K shares | -1.90M | $46.37 | 66.31K |
| Q1 2022 | share | Increase | +0.65% | 648 shares | -330K | $49.58 | 100.45K |
| Q4 2021 | share | Increase | +10.91% | 9.81K shares | 492K | $53.23 | 99.81K |
| Q3 2021 | share | Increase | +21.50% | 15.92K shares | 846K | $53.43 | 89.99K |
| Q2 2021 | share | Increase | +3.76% | 2.68K shares | 202K | $53.34 | 74.07K |
| Q1 2021 | share | Increase | +13.09% | 8.26K shares | 320K | $52.35 | 71.38K |
| Q4 2020 | share | Increase | +10.74% | 6.12K shares | 314K | $53.86 | 63.12K |
| Q3 2020 | share | Increase | +25.39% | 11.54K shares | 646K | $53.25 | 56.99K |
| Q2 2020 | share | Increase | +6.00% | 2.57K shares | 231K | $52.7 | 45.45K |
| Q1 2020 | share | Increase | 0.00% | 42.88K shares | 2.26M | $50.51 | 42.88K |