Cavalier Investments’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,612
| Closed | -$317K | – | 156 |
|
|
2016
Q4 | $317K | Hold |
13,612
| – | – | 0.2% | 84 |
|
|
2016
Q3 | $320K | Hold |
13,612
| – | – | 0.19% | 81 |
|
|
2016
Q2 | $303K | Sell |
13,612
-2,172
| -14% | -$48.3K | 0.18% | 91 |
|
|
2016
Q1 | $356K | Hold |
15,784
| – | – | 0.2% | 73 |
|
|
2015
Q4 | $343K | Buy |
+15,784
| New | +$343K | 0.2% | 79 |
|