SSWM
MFD

Smith Salley Wealth Management’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History

Smith Salley Wealth Management’s Portfolio MFD Stock Details MFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$105K Hold
2022
Q3 		$103K Buy
2022
Q1 		– Sell
2021
Q4 		$116K Buy