Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $670K | Sell |
16,648
-1,389
| -8% | -$55.9K | 0.15% | 118 |
|
|
2024
Q3 | $757K | Sell |
18,037
-33,972
| -65% | -$1.43M | 0.12% | 171 |
|
|
2024
Q2 | $2M | Hold |
52,009
| – | – | 0.33% | 76 |
|
|
2024
Q1 | $2M | Sell |
52,009
-3,942
| -7% | -$152K | 0.33% | 76 |
|
|
2023
Q4 | $2.01M | Sell |
55,951
-1,464
| -3% | -$52.5K | 0.36% | 70 |
|
|
2023
Q3 | $1.92M | Sell |
57,415
-3,224
| -5% | -$108K | 0.37% | 69 |
|
|
2023
Q2 | $2.06M | Buy |
+60,639
| New | +$2.06M | 0.38% | 64 |
|