Heritage Wealth Management (Arizona)’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $175K | Buy |
1,420
+520
| +58% | +$64K | 0.03% | 346 |
|
2022
Q3 | $114K | Buy |
900
+67
| +8% | +$8.49K | 0.04% | 311 |
|
2022
Q2 | $106K | Sell |
833
-176
| -17% | -$22.3K | 0.04% | 324 |
|
2022
Q1 | $189K | Buy |
+1,009
| New | +$189K | 0.05% | 279 |
|
2021
Q3 | $255K | Sell |
1,080
-43
| -4% | -$10.2K | 0.09% | 175 |
|
2021
Q2 | $275K | Sell |
1,123
-66
| -6% | -$16.2K | 0.1% | 169 |
|
2021
Q1 | $259K | Buy |
+1,189
| New | +$259K | 0.15% | 121 |
|