Hapanowicz & Associates Financial Services’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,759
| Closed | -$331K | – | 36 |
|
|
2020
Q3 | $331K | Sell |
1,759
-3,980
| -69% | -$749K | 0.19% | 20 |
|
|
2020
Q2 | $979K | Buy |
5,739
+67
| +1% | +$11.4K | 0.62% | 12 |
|
|
2020
Q1 | $701K | Hold |
5,672
| – | – | 0.5% | 11 |
|
|
2019
Q4 | $789K | Buy |
5,672
+2,650
| +88% | +$369K | 0.48% | 12 |
|
|
2019
Q3 | $408K | Hold |
3,022
| – | – | 0.26% | 12 |
|
|
2019
Q2 | $435K | Sell |
3,022
-883
| -23% | -$127K | 0.29% | 14 |
|
|
2019
Q1 | $543K | Buy |
+3,905
| New | +$543K | 0.36% | 13 |
|
|
2018
Q4 | – | Sell |
-1,451
| Closed | -$204K | – | 19 |
|
|
2018
Q3 | $204K | Buy |
+1,451
| New | +$204K | 0.14% | 16 |
|