Stonebridge Financial Planning Group’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-931
| Closed | -$176K | – | 190 |
|
|
2021
Q4 | $176K | Hold |
931
| – | – | 0.09% | 129 |
|
|
2021
Q3 | $228K | Hold |
931
| – | – | 0.11% | 112 |
|
|
2021
Q2 | $230K | Buy |
931
+16
| +2% | +$3.95K | 0.12% | 113 |
|
|
2021
Q1 | $212K | Buy |
915
+20
| +2% | +$4.63K | 0.12% | 108 |
|
|
2020
Q4 | $190K | Hold |
895
| – | – | 0.12% | 106 |
|
|
2020
Q3 | $178K | Buy |
895
+150
| +20% | +$29.8K | 0.13% | 94 |
|
|
2020
Q2 | $130K | Buy |
745
+160
| +27% | +$27.9K | 0.11% | 111 |
|
|
2020
Q1 | $77K | Sell |
585
-110
| -16% | -$14.5K | 0.08% | 140 |
|
|
2019
Q4 | $97K | Buy |
+695
| New | +$97K | 0.09% | 132 |
|