LWM
LBA Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $215K | Hold |
8,779
| – | – | 0.11% | 104 |
|
|
2016
Q4 | $205K | Hold |
8,779
| – | – | 0.11% | 103 |
|
|
2016
Q3 | $206K | Sell |
8,779
-5,875
| -40% | -$138K | 0.12% | 108 |
|
|
2016
Q2 | $326K | Hold |
14,654
| – | – | 0.18% | 84 |
|
|
2016
Q1 | $330K | Buy |
+14,654
| New | +$330K | 0.19% | 86 |
|