CWM
Compass Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-138
| Closed | -$30.7K | – | 231 |
|
|
2025
Q1 | $30.7K | Hold |
138
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $33.6K | Hold |
138
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $29.2K | Hold |
138
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $28.3K | Buy |
+138
| New | +$28.3K | 0.01% | 302 |
|
|
2023
Q4 | – | Sell |
-138
| Closed | -$22K | – | 392 |
|
|
2023
Q3 | $22K | Buy |
+138
| New | +$22K | 0.01% | 305 |
|
|
2023
Q2 | – | Sell |
-138
| Closed | -$20.4K | – | 418 |
|
|
2023
Q1 | $20.4K | Hold |
138
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $17K | Buy |
+138
| New | +$17K | 0.01% | 334 |
|