Edge Wealth Management’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,335
| Closed | -$128K | – | 690 |
|
|
2019
Q4 | $128K | Sell |
12,335
-406
| -3% | -$4.21K | 0.03% | 174 |
|
|
2019
Q3 | $125K | Buy |
+12,741
| New | +$125K | 0.03% | 168 |
|
|
2019
Q2 | – | Sell |
-26,725
| Closed | -$258K | – | 624 |
|
|
2019
Q1 | $258K | Buy |
26,725
+6,310
| +31% | +$60.9K | 0.06% | 119 |
|
|
2018
Q4 | $178K | Buy |
+20,415
| New | +$178K | 0.05% | 145 |
|