PWAG
Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-880
| Closed | -$211K | – | 181 |
|
|
2021
Q3 | $211K | Hold |
880
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $216K | Hold |
880
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $204K | Buy |
+880
| New | +$204K | 0.01% | 166 |
|
|
2018
Q3 | – | Sell |
-141
| Closed | -$17K | – | 519 |
|
|
2018
Q2 | $17K | Sell |
141
-100
| -41% | -$12.1K | ﹤0.01% | 179 |
|
|
2018
Q1 | $29K | Buy |
+241
| New | +$29K | ﹤0.01% | 267 |
|
|
2017
Q4 | – | Sell |
-4,483
| Closed | -$459K | – | 149 |
|
|
2017
Q3 | $459K | Sell |
4,483
-1,269
| -22% | -$130K | 0.04% | 102 |
|
|
2017
Q2 | $545K | Buy |
+5,752
| New | +$545K | 0.06% | 87 |
|