Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7K | Hold |
925
| – | – | ﹤0.01% | 219 |
|
|
2025
Q1 | $40.2K | Hold |
925
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $37.2K | Hold |
925
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $38.8K | Buy |
+925
| New | +$38.8K | 0.01% | 216 |
|
|
2020
Q3 | – | Sell |
-315
| Closed | -$8K | – | 335 |
|
|
2020
Q2 | $8K | Hold |
315
| – | – | ﹤0.01% | 193 |
|
|
2020
Q1 | $7K | Sell |
315
-2,402
| -88% | -$53.4K | ﹤0.01% | 186 |
|
|
2019
Q4 | $89K | Hold |
2,717
| – | – | 0.05% | 101 |
|
|
2019
Q3 | $84K | Hold |
2,717
| – | – | 0.05% | 100 |
|
|
2019
Q2 | $83K | Hold |
2,717
| – | – | 0.05% | 102 |
|
|
2019
Q1 | $82K | Hold |
2,717
| – | – | 0.05% | 105 |
|
|
2018
Q4 | $74K | Hold |
2,717
| – | – | 0.05% | 103 |
|
|
2018
Q3 | $81K | Hold |
2,717
| – | – | 0.05% | 105 |
|
|
2018
Q2 | $78K | Hold |
2,717
| – | – | 0.05% | 105 |
|
|
2018
Q1 | $77K | Hold |
2,717
| – | – | 0.05% | 108 |
|
|
2017
Q4 | $82K | Hold |
2,717
| – | – | 0.05% | 93 |
|
|
2017
Q3 | $79K | Buy |
+2,717
| New | +$79K | 0.05% | 98 |
|
|
2016
Q2 | – | Sell |
-2,717
| Closed | -$70K | – | 100 |
|
|
2016
Q1 | $70K | Hold |
2,717
| – | – | 0.06% | 83 |
|
|
2015
Q4 | $64K | Buy |
+2,717
| New | +$64K | 0.06% | 82 |
|