Intercontinental Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-825
| Closed | -$202K | – | 289 |
|
2021
Q2 | $202K | Buy |
+825
| New | +$202K | 0.04% | 280 |
|
2021
Q1 | – | Sell |
-17,175
| Closed | -$3.65M | – | 278 |
|
2020
Q4 | $3.65M | Buy |
17,175
+8,350
| +95% | +$1.77M | 0.88% | 13 |
|
2020
Q3 | $1.66M | Buy |
8,825
+1,605
| +22% | +$302K | 0.49% | 27 |
|
2020
Q2 | $1.23M | Buy |
+7,220
| New | +$1.23M | 0.4% | 48 |
|