GWANC
Guardian Wealth Advisors (North Carolina)’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 | $38.2K | Hold |
142
| – | – | ﹤0.01% | 416 |
|
2025
Q1 | $31.5K | Hold |
142
| – | – | ﹤0.01% | 407 |
|
2024
Q4 | $34.5K | Sell |
142
-126
| -47% | -$30.6K | ﹤0.01% | 386 |
|
2024
Q3 | $56.8K | Sell |
268
-5
| -2% | -$1.06K | 0.01% | 303 |
|
2024
Q2 | $55.9K | Hold |
273
| – | – | 0.01% | 298 |
|
2024
Q1 | $56K | Sell |
273
-161
| -37% | -$33K | 0.01% | 313 |
|
2023
Q4 | $81K | Buy |
434
+166
| +62% | +$31K | 0.01% | 276 |
|
2023
Q3 | $42.8K | Buy |
268
+67
| +33% | +$10.7K | 0.01% | 302 |
|
2023
Q2 | $32.8K | Sell |
201
-196
| -49% | -$31.9K | 0.01% | 303 |
|
2023
Q1 | $58.7K | Sell |
397
-23
| -5% | -$3.4K | 0.01% | 259 |
|
2022
Q4 | $51.7K | Sell |
420
-67
| -14% | -$8.25K | 0.01% | 253 |
|
2022
Q3 | $61K | Sell |
487
-86
| -15% | -$10.8K | 0.01% | 227 |
|
2022
Q2 | $73K | Sell |
573
-412
| -42% | -$52.5K | 0.01% | 218 |
|
2022
Q1 | $185K | Sell |
985
-4,769
| -83% | -$896K | 0.08% | 163 |
|
2021
Q4 | $1.3M | Buy |
+5,754
| New | +$1.3M | 0.56% | 39 |
|