Geneos Wealth Management’s First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF FID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-91
| Closed | -$1.6K | – | 2910 |
|
|
2024
Q3 | $1.6K | Sell |
91
-128
| -58% | -$2.25K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $3.44K | Hold |
219
| – | – | ﹤0.01% | 1793 |
|
|
2024
Q1 | $3.49K | Hold |
219
| – | – | ﹤0.01% | 1784 |
|
|
2023
Q4 | $3.53K | Hold |
219
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q3 | $3.22K | Buy |
219
+91
| +71% | +$1.34K | ﹤0.01% | 1852 |
|
|
2023
Q2 | $1.97K | Hold |
128
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q1 | $2.01K | Hold |
128
| – | – | ﹤0.01% | 1899 |
|
|
2022
Q4 | $1.96K | Hold |
128
| – | – | ﹤0.01% | 1883 |
|
|
2022
Q3 | $1K | Hold |
128
| – | – | ﹤0.01% | 1921 |
|
|
2022
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 2378 |
|
|
2022
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 2539 |
|
|
2021
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 2574 |
|
|
2021
Q3 | $2K | Hold |
128
| – | – | ﹤0.01% | 2642 |
|
|
2021
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 2650 |
|
|
2021
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 2880 |
|
|
2020
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q3 | $1K | Hold |
128
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q2 | $1K | Hold |
128
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q1 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 2366 |
|