CWS
Cypress Wealth Services’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,798
| Closed | -$488K | – | 259 |
|
|
2019
Q2 | $488K | Buy |
10,798
+406
| +4% | +$18.3K | 0.14% | 132 |
|
|
2019
Q1 | $464K | Buy |
10,392
+427
| +4% | +$19.1K | 0.15% | 127 |
|
|
2018
Q4 | $404K | Buy |
9,965
+1,891
| +23% | +$76.7K | 0.16% | 126 |
|
|
2018
Q3 | $413K | Buy |
8,074
+138
| +2% | +$7.06K | 0.15% | 135 |
|
|
2018
Q2 | $404K | Buy |
7,936
+2,147
| +37% | +$109K | 0.15% | 134 |
|
|
2018
Q1 | $274K | Buy |
5,789
+407
| +8% | +$19.3K | 0.12% | 146 |
|
|
2017
Q4 | $255K | Buy |
+5,382
| New | +$255K | 0.11% | 164 |
|