Avantax Advisory Services’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,813
| Closed | -$343K | – | 1599 |
|
|
2023
Q3 | $343K | Sell |
11,813
-1,253
| -10% | -$36.4K | ﹤0.01% | 1119 |
|
|
2023
Q2 | $394K | Buy |
13,066
+599
| +5% | +$18K | ﹤0.01% | 1044 |
|
|
2023
Q1 | $369K | Buy |
+12,467
| New | +$369K | ﹤0.01% | 1038 |
|
|
2022
Q4 | – | Sell |
-9,683
| Closed | -$240K | – | 1426 |
|
|
2022
Q3 | $240K | Buy |
+9,683
| New | +$240K | ﹤0.01% | 1115 |
|
|
2020
Q1 | – | Sell |
-20,114
| Closed | -$518K | – | 826 |
|
|
2019
Q4 | $518K | Buy |
+20,114
| New | +$518K | 0.01% | 466 |
|