Aveo Capital Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $633K | Buy |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $496K | Sell |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $509K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $301K | Buy |
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