Atherton Lane Advisers’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $320K | Hold |
13,522
| – | – | 0.02% | 178 |
|
|
2015
Q3 | $299K | Hold |
13,522
| – | – | 0.02% | 178 |
|
|
2015
Q2 | $308K | Sell |
13,522
-875
| -6% | -$19.9K | 0.02% | 184 |
|
|
2015
Q1 | $335K | Sell |
14,397
-1,285
| -8% | -$29.9K | 0.02% | 197 |
|
|
2014
Q4 | $376K | Sell |
15,682
-5,230
| -25% | -$125K | 0.02% | 200 |
|
|
2014
Q3 | $489K | Buy |
20,912
+2,460
| +13% | +$57.5K | 0.03% | 183 |
|
|
2014
Q2 | $439K | Buy |
+18,452
| New | +$439K | 0.02% | 192 |
|