IFWM
FMDG
Institute for Wealth Management’s Fieldstone Merlin Dynamic Large Cap Growth ETF FMDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-43,564
| Closed | -$1.3M | – | 357 |
|
|
2018
Q3 | $1.3M | Buy |
43,564
+1,705
| +4% | +$50.7K | 0.44% | 79 |
|
|
2018
Q2 | $1.22M | Buy |
41,859
+763
| +2% | +$22.3K | 0.39% | 86 |
|
|
2018
Q1 | $1.19M | Buy |
41,096
+4,281
| +12% | +$124K | 0.35% | 97 |
|
|
2017
Q4 | $1.05M | Buy |
36,815
+1,015
| +3% | +$29K | 0.24% | 125 |
|
|
2017
Q3 | $954K | Buy |
+35,800
| New | +$954K | 0.31% | 106 |
|