Financial Gravity Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$11.3K | – | 1825 |
|
|
2024
Q1 | $11.3K | Buy |
500
+250
| +100% | +$5.63K | ﹤0.01% | 694 |
|
|
2023
Q4 | $5.57K | Buy |
+250
| New | +$5.57K | ﹤0.01% | 862 |
|
|
2020
Q2 | – | Sell |
-65
| Closed | -$1.04K | – | 324 |
|
|
2020
Q1 | $1.04K | Sell |
65
-12
| -16% | -$192 | ﹤0.01% | 467 |
|
|
2019
Q4 | $25K | Hold |
77
| – | – | 0.02% | 936 |
|
|
2019
Q3 | $2K | Buy |
77
+5
| +7% | +$130 | ﹤0.01% | 884 |
|
|
2019
Q2 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 893 |
|