WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$40.7K | – | 568 |
|
|
2023
Q2 | $40.7K | Sell |
250
-270
| -52% | -$44K | 0.01% | 548 |
|
|
2023
Q1 | $76.9K | Buy |
+520
| New | +$76.9K | 0.01% | 475 |
|
|
2016
Q3 | $133K | Sell |
1,627
-1,921
| -54% | -$157K | 0.04% | 202 |
|
|
2016
Q2 | $117K | Buy |
+3,548
| New | +$117K | 0.02% | 554 |
|
|
2015
Q4 | $120K | Buy |
+5,409
| New | +$120K | 0.02% | 369 |
|
|
2015
Q2 | – | Sell |
-130
| Closed | -$8K | – | 458 |
|
|
2015
Q1 | $8K | Buy |
+130
| New | +$8K | ﹤0.01% | 392 |
|