Golden State Wealth Management’s First Trust Dow Jones Select MicroCap Index Fund FDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Hold |
255
| – | – | ﹤0.01% | 912 |
|
|
2025
Q1 | $15.9K | Hold |
255
| – | – | ﹤0.01% | 862 |
|
|
2024
Q4 | $17.4K | Buy |
+255
| New | +$17.4K | ﹤0.01% | 801 |
|
|
2020
Q2 | – | Sell |
-405
| Closed | -$13K | – | 411 |
|
|
2020
Q1 | $13K | Buy |
+405
| New | +$13K | 0.01% | 570 |
|
|
2019
Q4 | – | Sell |
-565
| Closed | -$26K | – | 334 |
|
|
2019
Q3 | $26K | Hold |
565
| – | – | 0.01% | 566 |
|
|
2019
Q2 | $25K | Hold |
565
| – | – | 0.01% | 579 |
|
|
2019
Q1 | $25K | Buy |
+565
| New | +$25K | 0.01% | 577 |
|