GWA
Gratus 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $463K | Sell |
1,718
-7
| -0.4% | -$1.89K | 0.07% | 95 |
|
2025
Q1 | $383K | Sell |
1,725
-11
| -0.6% | -$2.44K | 0.06% | 103 |
|
2024
Q4 | $422K | Sell |
1,736
-3
| -0.2% | -$730 | 0.07% | 97 |
|
2024
Q3 | $369K | Hold |
1,739
| – | – | 0.06% | 103 |
|
2024
Q2 | $345K | Sell |
1,739
-344
| -17% | -$68.3K | 0.06% | 103 |
|
2024
Q1 | $410K | Sell |
2,083
-23
| -1% | -$4.53K | 0.08% | 98 |
|
2023
Q4 | $393K | Buy |
+2,106
| New | +$393K | 0.08% | 101 |
|