Concentrum 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 |
-9,484
| Closed | -$686K | – | 55 |
|
|
2022
Q1 | $686K | Buy |
9,484
+1,351
| +17% | +$97.7K | 0.43% | 34 |
|
|
2021
Q4 | $657K | Buy |
8,133
+1,909
| +31% | +$154K | 0.34% | 36 |
|
|
2021
Q3 | $510K | Buy |
6,224
+3,139
| +102% | +$257K | 0.32% | 34 |
|
|
2021
Q2 | $250K | Buy |
3,085
+293
| +10% | +$23.7K | 0.16% | 51 |
|
|
2021
Q1 | $206K | Sell |
2,792
-115
| -4% | -$8.49K | 0.16% | 53 |
|
|
2020
Q4 | $216K | Buy |
+2,907
| New | +$216K | 0.17% | 44 |
|