Clarus Wealth Advisors’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,650
| Closed | -$74K | – | 621 |
|
|
2019
Q1 | $74K | Buy |
1,650
+200
| +14% | +$8.97K | 0.06% | 238 |
|
|
2018
Q4 | $59K | Buy |
1,450
+250
| +21% | +$10.2K | 0.09% | 238 |
|
|
2018
Q3 | $61K | Buy |
1,200
+400
| +50% | +$20.3K | 0.04% | 266 |
|
|
2018
Q2 | $38K | Buy |
+800
| New | +$38K | 0.03% | 325 |
|