EWM
Evercore Wealth Management’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,364
| Closed | -$256K | – | 407 |
|
|
2022
Q1 | $256K | Hold |
1,364
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $308K | Hold |
1,364
| – | – | 0.01% | 354 |
|
|
2021
Q3 | $322K | Hold |
1,364
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $334K | Hold |
1,364
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $297K | Sell |
1,364
-761
| -36% | -$166K | 0.01% | 364 |
|
|
2020
Q4 | $451K | Buy |
+2,125
| New | +$451K | 0.01% | 303 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$15K | – | 961 |
|
|
2015
Q4 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 808 |
|