Clearview Wealth Advisors’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
Q3 | – | Sell |
-4,596
| Closed | -$156K | – | 286 |
|
|
2023
Q2 | $156K | Sell |
4,596
-783
| -15% | -$26.6K | 0.16% | 118 |
|
|
2023
Q1 | $191K | Sell |
5,379
-29
| -0.5% | -$1.03K | 0.19% | 119 |
|
|
2022
Q4 | $198K | Sell |
5,408
-170
| -3% | -$6.22K | 0.15% | 95 |
|
|
2022
Q3 | $179K | Sell |
5,578
-232
| -4% | -$7.45K | 0.14% | 89 |
|
|
2022
Q2 | $205K | Sell |
5,810
-350
| -6% | -$12.3K | 0.15% | 85 |
|
|
2022
Q1 | $231K | Buy |
6,160
+2,152
| +54% | +$80.7K | 0.15% | 86 |
|
|
2021
Q4 | $143K | Buy |
+4,008
| New | +$143K | 0.09% | 127 |
|