B. Riley Wealth Management’s American Century Focused Dynamic Growth ETF FDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,892
| Closed | -$498K | – | 774 |
|
2022
Q1 | $498K | Sell |
6,892
-43
| -0.6% | -$3.11K | 0.04% | 329 |
|
2021
Q4 | $560K | Buy |
6,935
+197
| +3% | +$15.9K | 0.04% | 320 |
|
2021
Q3 | $552K | Buy |
6,738
+45
| +0.7% | +$3.69K | 0.04% | 313 |
|
2021
Q2 | $543K | Buy |
6,693
+102
| +2% | +$8.28K | 0.06% | 222 |
|
2021
Q1 | $487K | Buy |
6,591
+20
| +0.3% | +$1.48K | 0.06% | 229 |
|
2020
Q4 | $489K | Buy |
6,571
+779
| +13% | +$58K | 0.06% | 204 |
|
2020
Q3 | $375K | Buy |
+5,792
| New | +$375K | 0.04% | 268 |
|