Certified Advisory Corp’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
Q2 | – | Sell |
-68
| Closed | -$2K | – | 772 |
|
|
2020
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 693 |
|
|
2019
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 726 |
|
|
2019
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 731 |
|
|
2019
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 743 |
|
|
2019
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 689 |
|
|
2018
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 685 |
|
|
2018
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 714 |
|
|
2018
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 699 |
|
|
2018
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 697 |
|
|
2017
Q4 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 640 |
|