TWM
Triton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,412
| Closed | -$237K | – | 75 |
|
|
2023
Q2 | $237K | Sell |
1,412
-5
| -0.4% | -$840 | 0.13% | 70 |
|
|
2023
Q1 | $226K | Buy |
+1,417
| New | +$226K | 0.14% | 66 |
|
|
2022
Q4 | – | Sell |
-1,828
| Closed | -$246K | – | 83 |
|
|
2022
Q3 | $246K | Sell |
1,828
-608
| -25% | -$81.8K | 0.15% | 63 |
|
|
2022
Q2 | $351K | Sell |
2,436
-124
| -5% | -$17.9K | 0.25% | 52 |
|
|
2022
Q1 | $477K | Hold |
2,560
| – | – | 0.25% | 53 |
|
|
2021
Q4 | $477K | Sell |
2,560
-17
| -0.7% | -$3.17K | 0.25% | 53 |
|
|
2021
Q3 | $635K | Sell |
2,577
-9
| -0.3% | -$2.22K | 0.3% | 44 |
|
|
2021
Q2 | $624K | Buy |
2,586
+1
| +0% | +$241 | 0.36% | 46 |
|
|
2021
Q1 | $581K | Sell |
2,585
-371
| -13% | -$83.4K | 0.39% | 45 |
|
|
2020
Q4 | $626K | Sell |
2,956
-903
| -23% | -$191K | 0.4% | 32 |
|
|
2020
Q3 | $737K | Sell |
3,859
-5,487
| -59% | -$1.05M | 0.62% | 25 |
|
|
2020
Q2 | $1.67M | Buy |
+9,346
| New | +$1.67M | 1.73% | 9 |
|