Jaffetilchin Investment Partners’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
Q4 | – | Sell |
-3,982
| Closed | -$97K | – | 677 |
|
|
2024
Q3 | $97K | Buy |
+3,982
| New | +$97K | 0.01% | 470 |
|
|
2023
Q1 | – | Sell |
-11,262
| Closed | -$248K | – | 362 |
|
|
2022
Q4 | $248K | Buy |
+11,262
| New | +$248K | 0.03% | 306 |
|
|
2022
Q1 | – | Sell |
-8,081
| Closed | -$203K | – | 338 |
|
|
2021
Q4 | $203K | Buy |
8,081
+2
| +0% | +$50 | 0.02% | 326 |
|
|
2021
Q3 | $202K | Buy |
8,079
+100
| +1% | +$2.5K | 0.02% | 341 |
|
|
2021
Q2 | $207K | Hold |
7,979
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $201K | Buy |
+7,979
| New | +$201K | 0.02% | 342 |
|
|
2017
Q1 | – | Sell |
-17,438
| Closed | -$406K | – | 266 |
|
|
2016
Q4 | $406K | Buy |
+17,438
| New | +$406K | 0.12% | 142 |
|