Castleview Partners’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
Q3 | – | Sell |
-101
| Closed | -$3.83K | – | 669 |
|
|
2024
Q2 | $3.83K | Hold |
101
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $3.89K | Sell |
101
-193
| -66% | -$7.43K | ﹤0.01% | 670 |
|
|
2023
Q4 | $10.5K | Buy |
294
+22
| +8% | +$789 | 0.01% | 511 |
|
|
2023
Q3 | $9.1K | Buy |
272
+68
| +33% | +$2.27K | 0.01% | 434 |
|
|
2023
Q2 | $6.94K | Hold |
204
| – | – | 0.01% | 468 |
|
|
2023
Q1 | $7.24K | Buy |
204
+106
| +108% | +$3.76K | 0.01% | 459 |
|
|
2022
Q4 | $3.58K | Buy |
98
+36
| +58% | +$1.32K | ﹤0.01% | 473 |
|
|
2022
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 526 |
|