PWA
PCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
5,427
-5
| -0.1% | -$1.35K | 0.75% | 38 |
|
|
2025
Q1 | $1.21M | Buy |
5,432
+16
| +0.3% | +$3.55K | 0.42% | 67 |
|
|
2024
Q4 | $1.32M | Sell |
5,416
-6,165
| -53% | -$1.5M | 0.49% | 64 |
|
|
2024
Q3 | $2.45M | Buy |
11,581
+28
| +0.2% | +$5.93K | 0.95% | 35 |
|
|
2024
Q2 | $2.37M | Sell |
11,553
-543
| -4% | -$111K | 1.03% | 34 |
|
|
2024
Q1 | $2.48M | Buy |
12,096
+131
| +1% | +$26.9K | 1.18% | 30 |
|
|
2023
Q4 | $2.23M | Buy |
11,965
+5,091
| +74% | +$950K | 1.25% | 30 |
|
|
2023
Q3 | $1.1M | Buy |
6,874
+880
| +15% | +$140K | 0.72% | 35 |
|
|
2023
Q2 | $977K | Sell |
5,994
-193
| -3% | -$31.5K | 0.61% | 42 |
|
|
2023
Q1 | $915K | Sell |
6,187
-232
| -4% | -$34.3K | 0.58% | 44 |
|
|
2022
Q4 | $791K | Sell |
6,419
-8,399
| -57% | -$1.03M | 0.5% | 50 |
|
|
2022
Q3 | $1.87M | Buy |
14,818
+7,112
| +92% | +$899K | 0.67% | 39 |
|
|
2022
Q2 | $979K | Sell |
7,706
-210
| -3% | -$26.7K | 0.7% | 34 |
|
|
2022
Q1 | $1.49M | Sell |
7,916
-6,313
| -44% | -$1.19M | 0.94% | 26 |
|
|
2021
Q4 | $3.22M | Buy |
+14,229
| New | +$3.22M | 2.24% | 12 |
|