WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-985
| Closed | -$21.1K | – | 572 |
|
|
2023
Q2 | $21.1K | Hold |
985
| – | – | ﹤0.01% | 666 |
|
|
2023
Q1 | $21.8K | Buy |
+985
| New | +$21.8K | ﹤0.01% | 707 |
|
|
2016
Q3 | $29.4K | Sell |
1,265
-1,265
| -50% | -$29.4K | 0.01% | 414 |
|
|
2016
Q2 | $28.2K | Buy |
+2,530
| New | +$28.2K | ﹤0.01% | 1201 |
|
|
2015
Q4 | $47.2K | Buy |
+6,495
| New | +$47.2K | 0.01% | 644 |
|
|
2015
Q2 | $127K | Sell |
5,165
-24,536
| -83% | -$603K | 0.06% | 109 |
|
|
2015
Q1 | $751K | Buy |
+29,701
| New | +$751K | 0.35% | 53 |
|