Moisand Fitzgerald Tamayo’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.2K | Hold |
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|
2025
Q2 | $38.7K | Hold |
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|
2025
Q1 | $40.2K | Hold |
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|
2024
Q4 | $37.2K | Hold |
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|
2024
Q3 | $38.8K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $89K | Hold |
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|
2019
Q3 | $84K | Hold |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $82K | Hold |
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|
2018
Q4 | $74K | Hold |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $78K | Hold |
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|
2018
Q1 | $77K | Hold |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $79K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $70K | Hold |
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|
2015
Q4 | $64K | Buy |
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