Edmond de Rothschild Holding’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
Q4 | – | Sell |
-850
| Closed | -$28.4K | – | 699 |
|
|
2023
Q3 | $28.4K | Hold |
850
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $28.9K | Hold |
850
| – | – | ﹤0.01% | 623 |
|
|
2023
Q1 | $30.2K | Hold |
850
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $31.1K | Hold |
850
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $27K | Buy |
850
+250
| +42% | +$7.94K | ﹤0.01% | 722 |
|
|
2022
Q2 | $21K | Buy |
+600
| New | +$21K | ﹤0.01% | 723 |
|