Gradient Investments’s FIRST TRUST DIVIDEND AND INCOME FD COM FAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,700
| Closed | -$15K | – | 842 |
|
|
2016
Q3 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 403 |
|
|
2016
Q2 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 380 |
|
|
2016
Q1 | $15K | Hold |
1,700
| – | – | ﹤0.01% | 393 |
|
|
2015
Q4 | $14K | Hold |
1,700
| – | – | ﹤0.01% | 366 |
|
|
2015
Q3 | $13K | Hold |
1,700
| – | – | ﹤0.01% | 359 |
|
|
2015
Q2 | $14K | Buy |
+1,700
| New | +$14K | ﹤0.01% | 348 |
|