NIWA
New Insight Wealth Advisors’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,713
| Closed | -$308K | – | 93 |
|
|
2024
Q3 | $308K | Sell |
24,713
-63,549
| -72% | -$792K | 0.16% | 66 |
|
|
2024
Q2 | $1.03M | Sell |
88,262
-73,670
| -45% | -$863K | 0.61% | 34 |
|
|
2024
Q1 | $1.92M | Sell |
161,932
-19,531
| -11% | -$231K | 1.2% | 22 |
|
|
2023
Q4 | $2.19M | Buy |
+181,463
| New | +$2.19M | 1.48% | 22 |
|