Northwest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $801K | Sell |
|
|||||
|
2019
Q3 | $1.04M | Hold |
|
|||||
|
2019
Q2 | $1.03M | Hold |
|
|||||
|
2019
Q1 | $1.01M | Sell |
|
|||||
|
2018
Q4 | $972K | Sell |
|
|||||
|
2018
Q3 | $1.34M | Sell |
|
|||||
|
2018
Q2 | $1.29M | Sell |
|
|||||
|
2018
Q1 | $1.28M | Sell |
|
|||||
|
2017
Q4 | $1.4M | Buy |
|
|||||
|
2017
Q3 | $276K | Sell |
|
|||||
|
2017
Q2 | $1.35M | Hold |
|
|||||
|
2017
Q1 | $1.38M | Sell |
|
|||||
|
2016
Q4 | $1.41M | Buy |
|