GWA
GGM Wealth Advisors’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
Q1 | – | Sell |
-36,190
| Closed | -$7.81M | – | 139 |
|
|
2021
Q4 | $7.81M | Buy |
36,190
+368
| +1% | +$79.4K | 6.2% | 6 |
|
|
2021
Q3 | $8.75M | Sell |
35,822
-334
| -0.9% | -$81.6K | 6.94% | 1 |
|
|
2021
Q2 | $8.66M | Sell |
36,156
-3,792
| -9% | -$908K | 7.36% | 2 |
|
|
2021
Q1 | $9.14M | Buy |
39,948
+1,602
| +4% | +$367K | 7.3% | 4 |
|
|
2020
Q4 | $8.3M | Buy |
+38,346
| New | +$8.3M | 8.19% | 5 |
|