Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-9,892
| Closed | -$279K | – | 123 |
|
|
2018
Q1 | $279K | Buy |
9,892
+1,051
| +12% | +$29.6K | 0.07% | 102 |
|
|
2017
Q4 | $266K | Buy |
8,841
+1,056
| +14% | +$31.8K | 0.07% | 100 |
|
|
2017
Q3 | $226K | Buy |
+7,785
| New | +$226K | 0.06% | 92 |
|
|
2017
Q2 | – | Sell |
-7,043
| Closed | -$203K | – | 88 |
|
|
2017
Q1 | $203K | Buy |
+7,043
| New | +$203K | 0.07% | 79 |
|