JFG Wealth Management’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
Q2 | – | Sell |
-1,375
| Closed | -$258K | – | 43 |
|
2022
Q1 | $258K | Buy |
1,375
+157
| +13% | +$29.5K | 0.08% | 32 |
|
2021
Q4 | $275K | Hold |
1,218
| – | – | 0.1% | 39 |
|
2021
Q3 | $287K | Hold |
1,218
| – | – | 0.14% | 37 |
|
2021
Q2 | $298K | Hold |
1,218
| – | – | 0.13% | 36 |
|
2021
Q1 | $266K | Sell |
1,218
-3,092
| -72% | -$675K | 0.15% | 22 |
|
2020
Q4 | $914K | Buy |
+4,310
| New | +$914K | 0.5% | 16 |
|