Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-800
| Closed | -$19K | – | 499 |
|
|
2016
Q3 | $19K | Hold |
800
| – | – | 0.01% | 607 |
|
|
2016
Q2 | $18K | Sell |
800
-21
| -3% | -$473 | 0.01% | 613 |
|
|
2016
Q1 | $19K | Hold |
821
| – | – | 0.01% | 565 |
|
|
2015
Q4 | $18K | Hold |
821
| – | – | 0.01% | 606 |
|
|
2015
Q3 | $18K | Hold |
821
| – | – | 0.01% | 608 |
|
|
2015
Q2 | $20K | Hold |
821
| – | – | 0.01% | 605 |
|
|
2015
Q1 | $20K | Buy |
+821
| New | +$20K | 0.01% | 568 |
|