Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,118
| Closed | -$274K | – | 268 |
|
|
2021
Q2 | $274K | Sell |
1,118
-267
| -19% | -$65.4K | 0.07% | 205 |
|
|
2021
Q1 | $302K | Sell |
1,385
-545
| -28% | -$119K | 0.1% | 164 |
|
|
2020
Q4 | $410K | Buy |
1,930
+51
| +3% | +$10.8K | 0.09% | 220 |
|
|
2020
Q3 | $354K | Sell |
1,879
-199
| -10% | -$37.5K | 0.16% | 134 |
|
|
2020
Q2 | $354K | Sell |
2,078
-34
| -2% | -$5.79K | 0.18% | 116 |
|
|
2020
Q1 | $261K | Sell |
2,112
-231
| -10% | -$28.5K | 0.17% | 120 |
|
|
2019
Q4 | $326K | Buy |
+2,343
| New | +$326K | 0.21% | 120 |
|