SSWM
MFD
Smith Salley Wealth Management’s Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund MFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,000
| Closed | -$105K | – | 236 |
|
|
2022
Q4 | $105K | Hold |
13,000
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $103K | Buy |
+13,000
| New | +$103K | 0.01% | 211 |
|
|
2022
Q1 | – | Sell |
-12,000
| Closed | -$116K | – | 259 |
|
|
2021
Q4 | $116K | Buy |
+12,000
| New | +$116K | 0.01% | 248 |
|