Loveless 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
Q4 | – | Sell |
-2,255
| Closed | -$532K | – | 131 |
|
2021
Q3 | $532K | Hold |
2,255
| – | – | 0.32% | 91 |
|
2021
Q2 | $552K | Sell |
2,255
-25
| -1% | -$6.12K | 0.34% | 89 |
|
2021
Q1 | $497K | Sell |
2,280
-100
| -4% | -$21.8K | 0.33% | 90 |
|
2020
Q4 | $505K | Hold |
2,380
| – | – | 0.37% | 80 |
|
2020
Q3 | $448K | Hold |
2,380
| – | – | 0.38% | 77 |
|
2020
Q2 | $406K | Sell |
2,380
-275
| -10% | -$46.9K | 0.38% | 75 |
|
2020
Q1 | $329K | Hold |
2,655
| – | – | 0.39% | 73 |
|
2019
Q4 | $372K | Buy |
+2,655
| New | +$372K | 0.32% | 81 |
|