SWM
Selective Wealth Management’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
Q4 | – | Sell |
-419
| Closed | -$53K | – | 319 |
|
|
2022
Q3 | $53K | Buy |
419
+134
| +47% | +$17K | 0.02% | 291 |
|
|
2022
Q2 | $36K | Sell |
285
-15
| -5% | -$1.9K | 0.01% | 370 |
|
|
2022
Q1 | $56K | Hold |
300
| – | – | 0.02% | 284 |
|
|
2021
Q4 | $68K | Hold |
300
| – | – | 0.03% | 236 |
|
|
2021
Q3 | $71K | Hold |
300
| – | – | 0.04% | 222 |
|
|
2021
Q2 | $73K | Buy |
+300
| New | +$73K | 0.06% | 143 |
|