Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-724
| Closed | -$16.5K | – | 2276 |
|
|
2024
Q1 | $16.5K | Hold |
724
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q4 | $15.7K | Hold |
724
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q3 | $14.9K | Hold |
724
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q2 | $15.5K | Hold |
724
| – | – | ﹤0.01% | 1675 |
|
|
2023
Q1 | $16K | Buy |
+724
| New | +$16K | ﹤0.01% | 1696 |
|
|
2022
Q3 | – | Sell |
-724
| Closed | -$16K | – | 2316 |
|
|
2022
Q2 | $16K | Hold |
724
| – | – | ﹤0.01% | 1748 |
|
|
2022
Q1 | $18K | Sell |
724
-699
| -49% | -$17.4K | ﹤0.01% | 1846 |
|
|
2021
Q4 | $36K | Sell |
1,423
-1,645
| -54% | -$41.6K | ﹤0.01% | 1871 |
|
|
2021
Q3 | $77K | Hold |
3,068
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q2 | $80K | Buy |
3,068
+8
| +0.3% | +$209 | ﹤0.01% | 1283 |
|
|
2021
Q1 | $77K | Buy |
+3,060
| New | +$77K | ﹤0.01% | 1509 |
|