Choreo LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $438K | Hold |
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|
2019
Q2 | $432K | Sell |
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|
2019
Q1 | $502K | Sell |
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|
2018
Q4 | $597K | Sell |
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|
2018
Q3 | $3.65M | Sell |
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|
2018
Q2 | $3.95M | Sell |
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|
2018
Q1 | $4.03M | Sell |
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|
2017
Q4 | $4.4M | Buy |
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|
2017
Q3 | $4.17M | Buy |
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|
2017
Q2 | $3.89M | Sell |
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|
2017
Q1 | $4.14M | Buy |
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|
2016
Q4 | $3.9M | Buy |
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|
2016
Q3 | $3.56M | Sell |
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|
2016
Q2 | $3.54M | Buy |
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|
2016
Q1 | $3.29M | Buy |
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|
2015
Q4 | $2.58M | Buy |
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|
2015
Q3 | $2.41M | Sell |
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|
2015
Q2 | $2.54M | Sell |
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|
2015
Q1 | $2.69M | Sell |
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|
2014
Q4 | $2.85M | Buy |
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|
2014
Q3 | $2.75M | Buy |
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|
2014
Q2 | $2.81M | Buy |
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|
2014
Q1 | $2.45M | Buy |
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