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Sugarloaf Wealth Management’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Sugarloaf Wealth Management’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-300
Closed -$7K – 753
2020
Q4 		$7K Hold
300
– – ﹤0.01% 506
2020
Q3 		$5K Sell
300
-54
-15% -$900 ﹤0.01% 515
2020
Q2 		$6K Hold
354
– – ﹤0.01% 495
2020
Q1 		$6K Hold
354
– – ﹤0.01% 488
2019
Q4 		$9K Buy
+354
New +$9K ﹤0.01% 474