Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,787
| Closed | -$39K | – | 826 |
|
|
2019
Q4 | $39K | Buy |
+2,787
| New | +$39K | 0.01% | 207 |
|
|
2019
Q3 | – | Sell |
-6,987
| Closed | -$87K | – | 626 |
|
|
2019
Q2 | $87K | Sell |
6,987
-1,465
| -17% | -$18.2K | 0.02% | 118 |
|
|
2019
Q1 | $108K | Hold |
8,452
| – | – | 0.02% | 101 |
|
|
2018
Q4 | $101K | Sell |
8,452
-8,453
| -50% | -$101K | 0.02% | 99 |
|
|
2018
Q3 | $222K | Hold |
16,905
| – | – | 0.05% | 70 |
|
|
2018
Q2 | $223K | Hold |
16,905
| – | – | 0.05% | 50 |
|
|
2018
Q1 | $234K | Hold |
16,905
| – | – | 0.05% | 50 |
|
|
2017
Q4 | $232K | Buy |
+16,905
| New | +$232K | 0.06% | 35 |
|