Western Wealth Management’s First Trust STOXX European Select Dividend Income Fund FDD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-13,260
| Closed | -$123K | – | 659 |
|
2022
Q3 | $123K | Sell |
13,260
-600
| -4% | -$5.57K | 0.01% | 777 |
|
2022
Q2 | $150K | Hold |
13,860
| – | – | 0.01% | 753 |
|
2022
Q1 | $184K | Buy |
+13,860
| New | +$184K | 0.01% | 798 |
|
2020
Q3 | – | Sell |
-11,621
| Closed | -$121K | – | 445 |
|
2020
Q2 | $121K | Sell |
11,621
-1,350
| -10% | -$14.1K | 0.02% | 406 |
|
2020
Q1 | $124K | Buy |
12,971
+350
| +3% | +$3.35K | 0.03% | 359 |
|
2019
Q4 | $177K | Sell |
12,621
-400
| -3% | -$5.61K | 0.03% | 393 |
|
2019
Q3 | $165K | Buy |
13,021
+2,821
| +28% | +$35.7K | 0.03% | 381 |
|
2019
Q2 | $129K | Sell |
10,200
-445
| -4% | -$5.63K | 0.02% | 394 |
|
2019
Q1 | $139K | Hold |
10,645
| – | – | 0.03% | 371 |
|
2018
Q4 | $127K | Buy |
+10,645
| New | +$127K | 0.03% | 338 |
|