BWP
Baldwin Wealth Partners’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,782
| Closed | -$161K | – | 744 |
|
|
2023
Q3 | $161K | Hold |
14,782
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $168K | Hold |
14,782
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $172K | Hold |
14,782
| – | – | 0.02% | 250 |
|
|
2022
Q4 | $168K | Hold |
14,782
| – | – | 0.02% | 253 |
|
|
2022
Q3 | $138K | Hold |
14,782
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $161K | Hold |
14,782
| – | – | 0.02% | 208 |
|
|
2022
Q1 | $196K | Hold |
14,782
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $213K | Hold |
14,782
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $205K | Hold |
14,782
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $214K | Buy |
+14,782
| New | +$214K | 0.02% | 195 |
|