Doliver Advisors’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $187K | Sell |
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|
2017
Q3 | $345K | Buy |
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|
2017
Q2 | $324K | Sell |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $113K | Buy |
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|
2016
Q1 | $74K | Sell |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $66K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $103K | Sell |
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|
2014
Q3 | $176K | Buy |
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