Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $437K | Sell |
24,550
-3,765
| -13% | -$67K | 0.15% | 75 |
|
|
2020
Q2 | $509K | Sell |
28,315
-4,765
| -14% | -$85.7K | 0.17% | 71 |
|
|
2020
Q1 | $527K | Buy |
33,080
+285
| +0.9% | +$4.54K | 0.2% | 65 |
|
|
2019
Q4 | $818K | Buy |
32,795
+25
| +0.1% | +$624 | 0.25% | 59 |
|
|
2019
Q3 | $751K | Sell |
32,770
-1,250
| -4% | -$28.6K | 0.24% | 67 |
|
|
2019
Q2 | $782K | Sell |
34,020
-85
| -0.2% | -$1.95K | 0.25% | 64 |
|
|
2019
Q1 | $795K | Buy |
34,105
+660
| +2% | +$15.4K | 0.24% | 62 |
|
|
2018
Q4 | $731K | Buy |
33,445
+1,866
| +6% | +$40.8K | 0.23% | 65 |
|
|
2018
Q3 | $792K | Hold |
31,579
| – | – | 0.22% | 70 |
|
|
2018
Q2 | $781K | Buy |
31,579
+1,884
| +6% | +$46.6K | 0.23% | 69 |
|
|
2018
Q1 | $760K | Buy |
29,695
+845
| +3% | +$21.6K | 0.21% | 75 |
|
|
2017
Q4 | $760K | Buy |
+28,850
| New | +$760K | 0.2% | 70 |
|