Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,655
| Closed | -$281K | – | 298 |
|
|
2020
Q2 | $281K | Sell |
15,655
-8,981
| -36% | -$161K | 0.13% | 200 |
|
|
2020
Q1 | $392K | Buy |
24,636
+253
| +1% | +$4.03K | 0.22% | 137 |
|
|
2019
Q4 | $608K | Sell |
24,383
-80
| -0.3% | -$2K | 0.26% | 109 |
|
|
2019
Q3 | $561K | Sell |
24,463
-2,211
| -8% | -$50.7K | 0.25% | 128 |
|
|
2019
Q2 | $614K | Buy |
26,674
+3,612
| +16% | +$83.1K | 0.28% | 114 |
|
|
2019
Q1 | $538K | Buy |
23,062
+299
| +1% | +$6.98K | 0.26% | 127 |
|
|
2018
Q4 | $498K | Buy |
+22,763
| New | +$498K | 0.3% | 108 |
|