Blue Bell Private Wealth Management’s FIRST TRUST DIVIDEND AND INCOME FD COM FAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
2016
Q1
$123K Sell
2015
Q4
$177K Sell
2015
Q3
$181K Buy
2015
Q2
$128K Buy
2015
Q1
$28K Sell
2014
Q4
$47K Sell
2014
Q3
$52K Sell
2014
Q2
$116K Sell
2014
Q1
$117K Buy
2013
Q4
$96K Buy