BWA
BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,558
| Closed | -$104K | – | 717 |
|
|
2020
Q1 | $104K | Hold |
6,558
| – | – | 0.02% | 268 |
|
|
2019
Q4 | $164K | Hold |
6,558
| – | – | 0.04% | 206 |
|
|
2019
Q3 | $150K | Hold |
6,558
| – | – | 0.04% | 219 |
|
|
2019
Q2 | $151K | Hold |
6,558
| – | – | 0.04% | 210 |
|
|
2019
Q1 | $153K | Hold |
6,558
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $143K | Hold |
6,558
| – | – | 0.05% | 177 |
|
|
2018
Q3 | $165K | Hold |
6,558
| – | – | 0.05% | 173 |
|
|
2018
Q2 | $162K | Hold |
6,558
| – | – | 0.06% | 172 |
|
|
2018
Q1 | $168K | Sell |
6,558
-2,221
| -25% | -$56.9K | 0.06% | 139 |
|
|
2017
Q4 | $231K | Hold |
8,779
| – | – | 0.1% | 102 |
|
|
2017
Q3 | $226K | Hold |
8,779
| – | – | 0.11% | 98 |
|
|
2017
Q2 | $219K | Buy |
+8,779
| New | +$219K | 0.1% | 124 |
|