SA
Stewardship Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-34,201
| Closed | -$2.76M | – | 50 |
|
|
2021
Q4 | $2.76M | Sell |
34,201
-4,105
| -11% | -$331K | 0.99% | 28 |
|
|
2021
Q3 | $3.14M | Sell |
38,306
-95,386
| -71% | -$7.82M | 1.19% | 26 |
|
|
2021
Q2 | $10.9M | Sell |
133,692
-36,936
| -22% | -$3M | 4.07% | 8 |
|
|
2021
Q1 | $12.6M | Buy |
170,628
+34,713
| +26% | +$2.57M | 4.96% | 7 |
|
|
2020
Q4 | $10.1M | Buy |
+135,915
| New | +$10.1M | 4.12% | 8 |
|