LWA
Lenox Wealth Advisors’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Sell |
109
-175
| -62% | -$32.1K | ﹤0.01% | 374 |
|
|
2021
Q4 | $64K | Hold |
284
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $67K | Buy |
284
+275
| +3,056% | +$64.9K | 0.01% | 199 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 638 |
|
|
2021
Q1 | $2K | Hold |
9
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 572 |
|
|
2020
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 512 |
|
|
2020
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 514 |
|
|
2020
Q1 | $1K | Sell |
9
-47
| -84% | -$5.22K | ﹤0.01% | 680 |
|
|
2019
Q4 | $8K | Sell |
56
-494
| -90% | -$70.6K | ﹤0.01% | 434 |
|
|
2019
Q3 | $74K | Hold |
550
| – | – | 0.01% | 130 |
|
|
2019
Q2 | $79K | Buy |
+550
| New | +$79K | 0.01% | 123 |
|
|
2019
Q1 | – | Sell |
-182
| Closed | -$21K | – | 610 |
|
|
2018
Q4 | $21K | Hold |
182
| – | – | ﹤0.01% | 189 |
|
|
2018
Q3 | $26K | Hold |
182
| – | – | 0.01% | 187 |
|
|
2018
Q2 | $25K | Buy |
+182
| New | +$25K | 0.01% | 228 |
|
|
2016
Q4 | – | Sell |
-529
| Closed | -$43K | – | 138 |
|
|
2016
Q3 | $43K | Buy |
529
+226
| +75% | +$18.4K | 0.01% | 97 |
|
|
2016
Q2 | $22K | Hold |
303
| – | – | 0.01% | 125 |
|
|
2016
Q1 | $21K | Hold |
303
| – | – | 0.01% | 129 |
|
|
2015
Q4 | $23K | Buy |
+303
| New | +$23K | 0.01% | 124 |
|