Carson Wealth (CWM LLC)’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $11K | Buy |
|
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|
2021
Q4 | $11K | Buy |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Buy |
|