BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $50K | Hold |
1,470
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $52.2K | Hold |
1,470
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $53.7K | Hold |
1,470
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $47K | Hold |
1,470
| – | – | 0.01% | 374 |
|
|
2022
Q2 | $52K | Hold |
1,470
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $55K | Hold |
1,470
| – | – | 0.01% | 391 |
|
|
2021
Q4 | $52K | Hold |
1,470
| – | – | 0.01% | 416 |
|
|
2021
Q3 | $48K | Buy |
+1,470
| New | +$48K | 0.01% | 403 |
|