D'Orazio & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,071
| Closed | -$26K | – | 280 |
|
|
2015
Q3 | $26K | Hold |
1,071
| – | – | 0.01% | 129 |
|
|
2015
Q2 | $25K | Hold |
1,071
| – | – | 0.02% | 134 |
|
|
2015
Q1 | $25K | Hold |
1,071
| – | – | 0.02% | 138 |
|
|
2014
Q4 | $26K | Hold |
1,071
| – | – | 0.02% | 125 |
|
|
2014
Q3 | $25K | Hold |
1,071
| – | – | 0.02% | 131 |
|
|
2014
Q2 | $25K | Hold |
1,071
| – | – | 0.02% | 134 |
|
|
2014
Q1 | $24K | Hold |
1,071
| – | – | 0.02% | 131 |
|
|
2013
Q4 | $23K | Buy |
+1,071
| New | +$23K | 0.02% | 115 |
|