Doyle Wealth Management’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $418K | Sell |
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2022
Q1 | $578K | Sell |
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|
2021
Q4 | $699K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $634K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $671K | Sell |
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|
2020
Q3 | $739K | Sell |
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|
2020
Q2 | $870K | Sell |
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|
2020
Q1 | $931K | Sell |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.34M | Sell |
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|
2019
Q2 | $1.34M | Sell |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.18M | Buy |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $1.18M | Buy |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.19M | Sell |
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|
2017
Q1 | $1.27M | Buy |
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