DWMS
Dominguez Wealth Management Solutions’s American Century Focused Dynamic Growth ETF FDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.46M | Sell |
13,392
-78
| -0.6% | -$8.52K | 1.02% | 22 |
|
2025
Q1 | $1.22M | Sell |
13,470
-270
| -2% | -$24.5K | 0.9% | 23 |
|
2024
Q4 | $1.43M | Sell |
13,740
-31
| -0.2% | -$3.22K | 1.04% | 22 |
|
2024
Q3 | $1.28M | Sell |
13,771
-4
| -0% | -$371 | 0.92% | 22 |
|
2024
Q2 | $1.24M | Sell |
13,775
-1,446
| -10% | -$130K | 0.93% | 23 |
|
2024
Q1 | $1.26M | Sell |
15,221
-138
| -0.9% | -$11.4K | 0.99% | 22 |
|
2023
Q4 | $1.09M | Sell |
15,359
-426
| -3% | -$30.3K | 0.91% | 22 |
|
2023
Q3 | $995K | Buy |
15,785
+223
| +1% | +$14.1K | 0.92% | 25 |
|
2023
Q2 | $1.02M | Buy |
15,562
+290
| +2% | +$19K | 0.89% | 25 |
|
2023
Q1 | $894K | Buy |
15,272
+21
| +0.1% | +$1.23K | 0.82% | 28 |
|
2022
Q4 | $791K | Buy |
+15,251
| New | +$791K | 0.79% | 28 |
|