Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,898
| Closed | -$233K | – | 178 |
|
|
2023
Q3 | $233K | Sell |
6,898
-13,433
| -66% | -$454K | 0.06% | 154 |
|
|
2023
Q2 | $691K | Sell |
20,331
-6,258
| -24% | -$213K | 0.17% | 70 |
|
|
2023
Q1 | $944K | Buy |
+26,589
| New | +$944K | 0.19% | 73 |
|
|
2022
Q3 | $858K | Buy |
26,716
+454
| +2% | +$14.6K | 0.23% | 57 |
|
|
2022
Q2 | $909K | Buy |
+26,262
| New | +$909K | 0.37% | 50 |
|