CWA
Core Wealth Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$41K | – | 223 |
|
|
2022
Q2 | $41K | Buy |
+1,500
| New | +$41K | 0.03% | 76 |
|
|
2022
Q1 | – | Sell |
-454,864
| Closed | -$14.4M | – | 204 |
|
|
2021
Q4 | $14.4M | Buy |
454,864
+10,520
| +2% | +$334K | 8.63% | 2 |
|
|
2021
Q3 | $13.3M | Buy |
444,344
+42,715
| +11% | +$1.28M | 8.83% | 2 |
|
|
2021
Q2 | $12.3M | Buy |
401,629
+234,958
| +141% | +$7.2M | 8.2% | 4 |
|
|
2021
Q1 | $4.93M | Buy |
+166,671
| New | +$4.93M | 4.35% | 5 |
|