Mascoma 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
Q2 | – | Sell |
-60
| Closed | -$13K | – | 223 |
|
|
2021
Q1 | $13K | Buy |
+60
| New | +$13K | 0.01% | 324 |
|
|
2019
Q3 | – | Sell |
-1,486
| Closed | -$214K | – | 170 |
|
|
2019
Q2 | $214K | Sell |
1,486
-125
| -8% | -$18K | 0.13% | 76 |
|
|
2019
Q1 | $224K | Sell |
1,611
-360
| -18% | -$50.1K | 0.15% | 65 |
|
|
2018
Q4 | $230K | Hold |
1,971
| – | – | 0.18% | 60 |
|
|
2018
Q3 | $279K | Buy |
1,971
+456
| +30% | +$64.5K | 0.18% | 62 |
|
|
2018
Q2 | $209K | Buy |
1,515
+1,060
| +233% | +$146K | 0.15% | 67 |
|
|
2018
Q1 | $55K | Buy |
+455
| New | +$55K | 0.04% | 142 |
|
|
2017
Q4 | – | Sell |
-215
| Closed | -$22K | – | 388 |
|
|
2017
Q3 | $22K | Hold |
215
| – | – | 0.01% | 222 |
|
|
2017
Q2 | $20K | Buy |
+215
| New | +$20K | 0.01% | 237 |
|