Clear Perspectives Financial Planning’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
2023 Q1	$13.8K	Sell	390 -156,572	-100%	-$5.56M	0.01%	129
2022 Q4	$5.74M	Buy	156,962 +20,322	+15%	+$743K	3.05%	11
2022 Q3	$4.39M	Buy	136,640 +102,900	+305%	+$3.31M	2.15%	12
2022 Q2	$1.19M	Buy	+33,740	New	+$1.19M	0.46%	28