Wills Financial Group’s First Trust RiverFront Dynamic Developed International ETF RFDI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-31,142
| Closed | -$1.92M | – | 67 |
|
2018
Q3 | $1.92M | Sell |
31,142
-1,587
| -5% | -$98K | 1.27% | 30 |
|
2018
Q2 | $2M | Buy |
32,729
+1,565
| +5% | +$95.8K | 1.45% | 26 |
|
2018
Q1 | $1.99M | Buy |
31,164
+664
| +2% | +$42.4K | 1.47% | 29 |
|
2017
Q4 | $1.95M | Buy |
30,500
+2,215
| +8% | +$142K | 1.36% | 31 |
|
2017
Q3 | $1.78M | Buy |
28,285
+1,360
| +5% | +$85.8K | 1.31% | 32 |
|
2017
Q2 | $1.62M | Buy |
+26,925
| New | +$1.62M | 1.2% | 35 |
|