MWC
MBM Wealth Consultants’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
Q3 | – | Sell |
-732
| Closed | -$93K | – | 269 |
|
2022
Q2 | $93K | Hold |
732
| – | – | 0.05% | 109 |
|
2022
Q1 | $138K | Hold |
732
| – | – | 0.06% | 113 |
|
2021
Q4 | $166K | Hold |
732
| – | – | 0.07% | 103 |
|
2021
Q3 | $173K | Hold |
732
| – | – | 0.08% | 108 |
|
2021
Q2 | $179K | Hold |
732
| – | – | 0.08% | 102 |
|
2021
Q1 | $160K | Hold |
732
| – | – | 0.08% | 101 |
|
2020
Q4 | $155K | Hold |
732
| – | – | 0.08% | 93 |
|
2020
Q3 | $138K | Hold |
732
| – | – | 0.09% | 85 |
|
2020
Q2 | $125K | Hold |
732
| – | – | 0.09% | 83 |
|
2020
Q1 | $91K | Hold |
732
| – | – | 0.08% | 90 |
|
2019
Q4 | $102K | Hold |
732
| – | – | 0.08% | 98 |
|
2019
Q3 | $99K | Hold |
732
| – | – | 0.08% | 100 |
|
2019
Q2 | $106K | Hold |
732
| – | – | 0.09% | 95 |
|
2019
Q1 | $102K | Hold |
732
| – | – | 0.09% | 96 |
|
2018
Q4 | $85K | Buy |
+732
| New | +$85K | 0.08% | 107 |
|