Fusion Family Wealth’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $93K | Sell |
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|
2019
Q3 | $97K | Sell |
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|
2019
Q2 | $110K | Hold |
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|
2019
Q1 | $108K | Hold |
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|
2018
Q4 | $98K | Hold |
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|
2018
Q3 | $124K | Hold |
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|
2018
Q2 | $124K | Hold |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $115K | Sell |
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|
2017
Q3 | $172K | Hold |
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|
2017
Q2 | $164K | Buy |
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