Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $17.1K | Buy |
780
+390
| +100% | +$8.57K | ﹤0.01% | 690 |
|
|
2022
Q3 | $7K | Hold |
390
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $8.48K | Hold |
390
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $10K | Buy |
+390
| New | +$10K | ﹤0.01% | 704 |
|
|
2021
Q3 | $23K | Hold |
940
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $24K | Hold |
940
| – | – | 0.01% | 532 |
|
|
2021
Q1 | $24K | Buy |
+940
| New | +$24K | 0.01% | 467 |
|