BCA
Bay Colony Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,443
| Closed | -$215K | – | 398 |
|
|
2023
Q3 | $215K | Sell |
6,443
-689
| -10% | -$23K | 0.05% | 298 |
|
|
2023
Q2 | $243K | Buy |
7,132
+282
| +4% | +$9.59K | 0.06% | 274 |
|
|
2023
Q1 | $241K | Buy |
6,850
+748
| +12% | +$26.3K | 0.06% | 269 |
|
|
2022
Q4 | $223K | Buy |
+6,102
| New | +$223K | 0.06% | 306 |
|