EPG 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
2020
Q3
Sell
-8,203
Closed -$208K 130
2020
Q2
$208K Buy
8,203
+96
+1% +$2.43K 0.15% 139
2020
Q1
$181K Buy
8,107
+6,546
+419% +$146K 0.13% 129
2019
Q4
$51K Buy
+1,561
New +$51K 0.04% 232