BOSSRA
B.O.S.S. Retirement Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
93,417
-14,008
| -13% | -$386K | 0.65% | 34 |
|
|
2025
Q1 | $2.6M | Sell |
107,425
-1,984
| -2% | -$48K | 0.75% | 28 |
|
|
2024
Q4 | $2.43M | Buy |
109,409
+89,941
| +462% | +$2M | 0.68% | 32 |
|
|
2024
Q3 | $474K | Buy |
+19,468
| New | +$474K | 0.1% | 151 |
|
|
2024
Q1 | – | Sell |
-68,921
| Closed | -$1.53M | – | 166 |
|
|
2023
Q4 | $1.53M | Buy |
68,921
+7,076
| +11% | +$158K | 0.3% | 113 |
|
|
2023
Q3 | $1.27M | Buy |
61,845
+5,369
| +10% | +$111K | 0.27% | 147 |
|
|
2023
Q2 | $1.21M | Buy |
56,476
+6,091
| +12% | +$131K | 0.26% | 152 |
|
|
2023
Q1 | $1.11M | Buy |
50,385
+2,152
| +4% | +$47.6K | 0.26% | 139 |
|
|
2022
Q4 | $1.06M | Buy |
+48,233
| New | +$1.06M | 0.27% | 134 |
|