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Clarus Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Clarus Wealth Advisors’s Portfolio FDL Stock Details FDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,214
Closed -$37K – 620
2019
Q1 		$37K Hold
1,214
– – 0.03% 338
2018
Q4 		$33K Hold
1,214
– – 0.05% 322
2018
Q3 		$36K Hold
1,214
– – 0.02% 345
2018
Q2 		$34K Buy
+1,214
New +$34K 0.03% 342