CLA (CliftonLarsonAllen) Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $529K | Sell |
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|
2021
Q2 | $550K | Hold |
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|
2021
Q1 | $533K | Hold |
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|
2020
Q4 | $465K | Buy |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $389K | Buy |
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|
2019
Q4 | $936K | Buy |
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|
2019
Q3 | $851K | Buy |
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|
2019
Q2 | $833K | Sell |
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|
2019
Q1 | $853K | Buy |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $928K | Sell |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.16M | Hold |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.18M | Buy |
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|
2016
Q4 | $976K | Sell |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $1.24M | Sell |
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|
2016
Q1 | $2.25M | Sell |
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|
2015
Q4 | $3.19M | Sell |
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|
2015
Q3 | $4.25M | Sell |
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|
2015
Q2 | $5.81M | Sell |
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|
2015
Q1 | $7.47M | Sell |
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|
2014
Q4 | $10.8M | Sell |
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|
2014
Q3 | $12.2M | Sell |
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|
2014
Q2 | $13.7M | Sell |
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|
2014
Q1 | $13.6M | Sell |
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|
2013
Q4 | $14.5M | Sell |
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|
2013
Q3 | $14.4M | Buy |
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|
2013
Q2 | $564K | Buy |
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