DWMG
DB Wealth Management Group’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-87
| Closed | -$1.79K | – | 374 |
|
|
2023
Q3 | $1.79K | Sell |
87
-304
| -78% | -$6.27K | ﹤0.01% | 341 |
|
|
2023
Q2 | $8.38K | Sell |
391
-4,325
| -92% | -$92.7K | 0.01% | 288 |
|
|
2023
Q1 | $104K | Hold |
4,716
| – | – | 0.07% | 107 |
|
|
2022
Q4 | $104K | Sell |
4,716
-115
| -2% | -$2.53K | 0.07% | 106 |
|
|
2022
Q3 | $90K | Sell |
4,831
-37
| -0.8% | -$689 | 0.06% | 113 |
|
|
2022
Q2 | $106K | Sell |
4,868
-2,162
| -31% | -$47.1K | 0.07% | 105 |
|
|
2022
Q1 | $178K | Sell |
7,030
-419
| -6% | -$10.6K | 0.11% | 93 |
|
|
2021
Q4 | $187K | Sell |
7,449
-322
| -4% | -$8.08K | 0.11% | 90 |
|
|
2021
Q3 | $194K | Hold |
7,771
| – | – | 0.13% | 86 |
|
|
2021
Q2 | $202K | Sell |
7,771
-232
| -3% | -$6.03K | 0.13% | 86 |
|
|
2021
Q1 | $201K | Buy |
8,003
+1,257
| +19% | +$31.6K | 0.14% | 86 |
|
|
2020
Q4 | $148K | Buy |
+6,746
| New | +$148K | 0.11% | 95 |
|