AWM
Accel Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-679
| Closed | -$100K | – | 398 |
|
|
2023
Q1 | $100K | Sell |
679
-54
| -7% | -$7.98K | 0.04% | 323 |
|
|
2022
Q4 | $90.3K | Hold |
733
| – | – | 0.04% | 255 |
|
|
2022
Q3 | $99K | Hold |
733
| – | – | 0.05% | 249 |
|
|
2022
Q2 | $97K | Sell |
733
-500
| -41% | -$66.2K | 0.06% | 243 |
|
|
2022
Q1 | $233K | Sell |
1,233
-77
| -6% | -$14.6K | 0.12% | 137 |
|
|
2021
Q4 | $296K | Sell |
1,310
-52
| -4% | -$11.8K | 0.15% | 118 |
|
|
2021
Q3 | $321K | Hold |
1,362
| – | – | 0.21% | 83 |
|
|
2021
Q2 | $333K | Sell |
1,362
-100
| -7% | -$24.4K | 0.22% | 87 |
|
|
2021
Q1 | $319K | Sell |
1,462
-271
| -16% | -$59.1K | 0.26% | 80 |
|
|
2020
Q4 | $368K | Buy |
+1,733
| New | +$368K | 0.34% | 61 |
|