Atlas Private Wealth Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $369K | Sell |
|
|||||
|
2023
Q2 | $523K | Buy |
|
|||||
|
2023
Q1 | $307K | Sell |
|
|||||
|
2022
Q4 | $423K | Buy |
|
|||||
|
2022
Q3 | $372K | Buy |
|
|||||
|
2022
Q2 | $368K | Buy |
|
|||||
|
2022
Q1 | $422K | Buy |
|
|||||
|
2021
Q4 | $346K | Buy |
|
|||||
|
2021
Q3 | $192K | Buy |
|
|||||
|
2021
Q2 | $75K | Buy |
|
|||||
|
2021
Q1 | $66K | Hold |
|
|||||
|
2020
Q4 | $53K | Hold |
|
|||||
|
2020
Q3 | $41K | Hold |
|
|||||
|
2020
Q2 | $43K | Buy |
|