Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,120
| Closed | -$56K | – | 1259 |
|
|
2021
Q1 | $56K | Buy |
2,120
+2,050
| +2,929% | +$54.2K | ﹤0.01% | 1608 |
|
|
2020
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 2459 |
|
|
2020
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 2358 |
|
|
2020
Q2 | $1K | Sell |
70
-5,128
| -99% | -$73.3K | ﹤0.01% | 2289 |
|
|
2020
Q1 | $83K | Buy |
5,198
+43
| +0.8% | +$687 | 0.01% | 905 |
|
|
2019
Q4 | $129K | Buy |
5,155
+43
| +0.8% | +$1.08K | 0.01% | 833 |
|
|
2019
Q3 | $117K | Buy |
+5,112
| New | +$117K | 0.01% | 784 |
|
|
2019
Q1 | $272K | Buy |
+11,665
| New | +$272K | 0.03% | 468 |
|