Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-85
| Closed | -$5K | – | 749 |
|
|
2024
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $5K | Sell |
85
-20
| -19% | -$1.18K | ﹤0.01% | 931 |
|
|
2024
Q1 | $6.59K | Sell |
105
-165
| -61% | -$10.4K | ﹤0.01% | 888 |
|
|
2023
Q4 | $16K | Hold |
270
| – | – | 0.01% | 676 |
|
|
2023
Q3 | $14.8K | Buy |
+270
| New | +$14.8K | 0.01% | 702 |
|
|
2023
Q1 | $12K | Buy |
+228
| New | +$12K | ﹤0.01% | 755 |
|
|
2022
Q4 | – | Sell |
-228
| Closed | -$11K | – | 559 |
|
|
2022
Q3 | $11K | Buy |
+228
| New | +$11K | ﹤0.01% | 702 |
|