RPWA
Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,135
| Closed | -$213K | – | 163 |
|
|
2022
Q1 | $213K | Hold |
1,135
| – | – | 0.06% | 155 |
|
|
2021
Q4 | $257K | Hold |
1,135
| – | – | 0.07% | 145 |
|
|
2021
Q3 | $268K | Hold |
1,135
| – | – | 0.08% | 140 |
|
|
2021
Q2 | $275K | Hold |
1,135
| – | – | 0.08% | 136 |
|
|
2021
Q1 | $247K | Buy |
1,135
+12
| +1% | +$2.61K | 0.08% | 134 |
|
|
2020
Q4 | $238K | Hold |
1,123
| – | – | 0.08% | 127 |
|
|
2020
Q3 | $211K | Buy |
+1,123
| New | +$211K | 0.09% | 121 |
|