Creative Planning’s First Trust NASDAQ Smartphone Index Fund FONE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-210
| Closed | -$10K | – | 4549 |
|
|
2017
Q2 | $10K | Sell |
210
-1,200
| -85% | -$57.1K | ﹤0.01% | 3619 |
|
|
2017
Q1 | $66K | Hold |
1,410
| – | – | ﹤0.01% | 2258 |
|
|
2016
Q4 | $58K | Hold |
1,410
| – | – | ﹤0.01% | 2263 |
|
|
2016
Q3 | $58K | Hold |
1,410
| – | – | ﹤0.01% | 2232 |
|
|
2016
Q2 | $52K | Hold |
1,410
| – | – | ﹤0.01% | 2106 |
|
|
2016
Q1 | $52K | Hold |
1,410
| – | – | ﹤0.01% | 2075 |
|
|
2015
Q4 | $51K | Hold |
1,410
| – | – | ﹤0.01% | 2093 |
|
|
2015
Q3 | $48K | Buy |
+1,410
| New | +$48K | ﹤0.01% | 2072 |
|