Buckingham Strategic 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
2020
Q1
Sell
-8,242
Closed -$269K 483
2019
Q4
$269K Hold
8,242
0.03% 381
2019
Q3
$256K Hold
8,242
0.03% 357
2019
Q2
$253K Hold
8,242
0.03% 372
2019
Q1
$249K Hold
8,242
0.03% 344
2018
Q4
$225K Buy
+8,242
New +$225K 0.03% 309