Stonebridge Financial Planning Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.57M | Buy |
+56,983
| New | +$1.57M | 0.66% | 50 |
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$22K | – | 395 |
|
2020
Q3 | $22K | Sell |
1,200
-2,500
| -68% | -$45.8K | 0.02% | 261 |
|
2020
Q2 | $67K | Sell |
3,700
-500
| -12% | -$9.05K | 0.06% | 156 |
|
2020
Q1 | $68K | Hold |
4,200
| – | – | 0.07% | 147 |
|
2019
Q4 | $105K | Buy |
+4,200
| New | +$105K | 0.09% | 126 |
|