DWMS
Dominguez Wealth Management Solutions’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,168
| Closed | -$201K | – | 60 |
|
2024
Q3 | $201K | Buy |
+1,168
| New | +$201K | 0.15% | 61 |
|
2023
Q3 | – | Sell |
-1,339
| Closed | -$205K | – | 59 |
|
2023
Q2 | $205K | Hold |
1,339
| – | – | 0.18% | 56 |
|
2023
Q1 | $208K | Hold |
1,339
| – | – | 0.19% | 54 |
|
2022
Q4 | $206K | Buy |
+1,339
| New | +$206K | 0.21% | 54 |
|