SW
Simplicity Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
26,476
+9,995
| +61% | +$275K | 0.03% | 389 |
|
|
2025
Q1 | $399K | Buy |
+16,481
| New | +$399K | 0.03% | 377 |
|
|
2024
Q4 | – | Sell |
-16,017
| Closed | -$390K | – | 402 |
|
|
2024
Q3 | $390K | Buy |
16,017
+4,316
| +37% | +$105K | 0.04% | 343 |
|
|
2024
Q2 | $261K | Buy |
+11,701
| New | +$261K | 0.01% | 1001 |
|
|
2024
Q1 | – | Sell |
-9,313
| Closed | -$207K | – | 1180 |
|
|
2023
Q4 | $207K | Buy |
+9,313
| New | +$207K | 0.08% | 176 |
|
|
2023
Q2 | – | Sell |
-9,528
| Closed | -$211K | – | 80 |
|
|
2023
Q1 | $211K | Sell |
9,528
-6,493
| -41% | -$144K | 0.14% | 64 |
|
|
2022
Q4 | $352K | Buy |
+16,021
| New | +$352K | 0.31% | 45 |
|