CPA
Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-360
| Closed | -$52K | – | 164 |
|
|
2019
Q2 | $52K | Buy |
+360
| New | +$52K | 0.03% | 187 |
|
|
2018
Q3 | – | Sell |
-660
| Closed | -$91K | – | 240 |
|
|
2018
Q2 | $91K | Sell |
660
-200
| -23% | -$27.6K | 0.06% | 197 |
|
|
2018
Q1 | $104K | Buy |
860
+35
| +4% | +$4.23K | 0.08% | 189 |
|
|
2017
Q4 | $91K | Hold |
825
| – | – | 0.07% | 194 |
|
|
2017
Q3 | $84K | Hold |
825
| – | – | 0.07% | 196 |
|
|
2017
Q2 | $78K | Buy |
825
+325
| +65% | +$30.7K | 0.07% | 189 |
|
|
2017
Q1 | $44K | Hold |
500
| – | – | 0.03% | 219 |
|
|
2016
Q4 | $40K | Buy |
+500
| New | +$40K | 0.03% | 219 |
|