GWA
Gratus Wealth Advisors’s First Trust Dow 30 Equal Weight ETF EDOW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Sell |
39,830
-1,202
| -3% | -$46.1K | 0.23% | 39 |
|
2025
Q1 | $1.49M | Hold |
41,032
| – | – | 0.24% | 36 |
|
2024
Q4 | $1.49M | Sell |
41,032
-35,002
| -46% | -$1.27M | 0.24% | 41 |
|
2024
Q3 | $2.7M | Sell |
76,034
-380,459
| -83% | -$13.5M | 0.44% | 29 |
|
2024
Q2 | $15.7M | Sell |
456,493
-22,459
| -5% | -$771K | 2.7% | 14 |
|
2024
Q1 | $15.7M | Sell |
478,952
-16,077
| -3% | -$526K | 2.88% | 14 |
|
2023
Q4 | $16.1M | Buy |
+495,029
| New | +$16.1M | 3.18% | 13 |
|