ShoreHaven Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-43,467
| Closed | -$1.1M | – | 75 |
|
|
2022
Q1 | $1.1M | Sell |
43,467
-22,337
| -34% | -$566K | 0.58% | 38 |
|
|
2021
Q4 | $1.65M | Buy |
65,804
+1,143
| +2% | +$28.7K | 0.82% | 28 |
|
|
2021
Q3 | $1.62M | Buy |
64,661
+11,292
| +21% | +$282K | 0.84% | 28 |
|
|
2021
Q2 | $1.38M | Buy |
53,369
+6,001
| +13% | +$156K | 0.74% | 27 |
|
|
2021
Q1 | $1.19M | Sell |
47,368
-4,735
| -9% | -$119K | 0.65% | 33 |
|
|
2020
Q4 | $1.14M | Buy |
+52,103
| New | +$1.14M | 0.64% | 32 |
|