Peterson Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,563
| Closed | -$362K | – | 42 |
|
|
2018
Q4 | $362K | Sell |
16,563
-7,203
| -30% | -$157K | 0.29% | 25 |
|
|
2018
Q3 | $597K | Sell |
23,766
-7
| -0% | -$176 | 0.44% | 23 |
|
|
2018
Q2 | $588K | Sell |
23,773
-3,995
| -14% | -$98.8K | 0.48% | 22 |
|
|
2018
Q1 | $711K | Sell |
27,768
-4,307
| -13% | -$110K | 0.59% | 24 |
|
|
2017
Q4 | $845K | Buy |
+32,075
| New | +$845K | 0.76% | 24 |
|