Laurel Wealth Advisors (California)’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-14,600
| Closed | -$187K | – | 396 |
|
2019
Q1 | $187K | Hold |
14,600
| – | – | 0.05% | 364 |
|
2018
Q4 | $174K | Hold |
14,600
| – | – | 0.05% | 318 |
|
2018
Q3 | $191K | Sell |
14,600
-2,800
| -16% | -$36.6K | 0.05% | 369 |
|
2018
Q2 | $229K | Buy |
17,400
+800
| +5% | +$10.5K | 0.06% | 334 |
|
2018
Q1 | $229K | Buy |
+16,600
| New | +$229K | 0.07% | 299 |
|
2017
Q4 | – | Sell |
-10,300
| Closed | -$140K | – | 340 |
|
2017
Q3 | $140K | Sell |
10,300
-700
| -6% | -$9.52K | 0.05% | 298 |
|
2017
Q2 | $143K | Buy |
+11,000
| New | +$143K | 0.05% | 286 |
|