Impact Partnership Wealth’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
2024
Q2
Sell
-31
Closed -$1.19K 374
2024
Q1
$1.19K Buy
+31
New +$1.19K ﹤0.01% 609
2023
Q3
Sell
-750
Closed -$25.5K 1070
2023
Q2
$25.5K Buy
+750
New +$25.5K 0.01% 312