Carson Wealth (CWM LLC)’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 4621 |
|
|
2023
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2949 |
|
|
2023
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2824 |
|
|
2022
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2772 |
|
|
2022
Q3 | $10K | Sell |
1,000
-311
| -24% | -$3.11K | ﹤0.01% | 2711 |
|
|
2022
Q2 | $15K | Buy |
1,311
+311
| +31% | +$3.56K | ﹤0.01% | 2336 |
|
|
2022
Q1 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 2345 |
|
|
2019
Q1 | – | Sell |
-15,295
| Closed | -$193K | – | 3314 |
|
|
2018
Q4 | $193K | Buy |
+15,295
| New | +$193K | ﹤0.01% | 605 |
|