Graves Light Lenhart Wealth’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
2024
Q3
Sell
-6,076
Closed -$360K 192
2024
Q2
$360K Buy
6,076
+7
+0.1% +$414 0.04% 130
2024
Q1
$381K Buy
6,069
+1
+0% +$63 0.04% 126
2023
Q4
$372K Buy
+6,068
New +$372K 0.05% 128