B. Riley Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,489
| Closed | -$209K | – | 1554 |
|
2022
Q4 | $209K | Sell |
9,489
-4,549
| -32% | -$100K | 0.01% | 1236 |
|
2022
Q3 | $261K | Buy |
+14,038
| New | +$261K | 0.01% | 1091 |
|
2015
Q1 | – | Sell |
-93
| Closed | -$2 | – | 1053 |
|
2014
Q4 | $2 | Buy |
+93
| New | +$2 | ﹤0.01% | 3385 |
|
2014
Q3 | – | Sell |
-93
| Closed | -$2.7K | – | 1079 |
|
2014
Q2 | $2.7K | Buy |
+93
| New | +$2.7K | ﹤0.01% | 2184 |
|