BWP
Baldwin Wealth Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-220
| Closed | -$9.23K | – | 512 |
|
|
2024
Q3 | $9.23K | Hold |
220
| – | – | ﹤0.01% | 806 |
|
|
2024
Q2 | $8.35K | Hold |
220
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $8.47K | Hold |
220
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $7.89K | Buy |
+220
| New | +$7.89K | ﹤0.01% | 594 |
|