LAM
LifePro Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,929
| Closed | -$205K | – | 106 |
|
|
2023
Q3 | $205K | Sell |
9,929
-575
| -5% | -$11.9K | 0.17% | 97 |
|
|
2023
Q2 | $225K | Sell |
10,504
-677
| -6% | -$14.5K | 0.17% | 93 |
|
|
2023
Q1 | $246K | Hold |
11,181
| – | – | 0.18% | 94 |
|
|
2022
Q4 | $246K | Sell |
11,181
-220
| -2% | -$4.84K | 0.18% | 93 |
|
|
2022
Q3 | $211K | Sell |
11,401
-185
| -2% | -$3.42K | 0.12% | 75 |
|
|
2022
Q2 | $252K | Sell |
11,586
-26
| -0.2% | -$566 | 0.13% | 99 |
|
|
2022
Q1 | $294K | Sell |
11,612
-150
| -1% | -$3.8K | 0.11% | 97 |
|
|
2021
Q4 | $295K | Buy |
11,762
+224
| +2% | +$5.62K | 0.09% | 99 |
|
|
2021
Q3 | $288K | Buy |
+11,538
| New | +$288K | 0.09% | 82 |
|