Concentrum Wealth Management’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
Q2
Sell
-6,205
Closed -$220K 58
2023
Q1
$220K Buy
+6,205
New +$220K 0.16% 56