Barometer Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $881K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $615K | Sell |
|
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|
2022
Q1 | $1.68M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $448K | Hold |
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|
2017
Q3 | $432K | Hold |
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|
2017
Q2 | $419K | Sell |
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|
2017
Q1 | $496K | Hold |
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|
2016
Q4 | $477K | Sell |
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|
2016
Q3 | $750K | Sell |
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|
2016
Q2 | $3.43M | Buy |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.67M | Buy |
|