Aurora Private Wealth’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
2021
Q4
Sell
-7,300
Closed -$239K 214
2021
Q3
$239K Sell
7,300
-200
-3% -$6.55K 0.1% 185
2021
Q2
$249K Hold
7,500
0.1% 169
2021
Q1
$245K Buy
+7,500
New +$245K 0.1% 172