PWA
PCG Wealth Advisors’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
84,212
+1,297
| +2% | +$54.3K | 1.8% | 14 |
|
|
2025
Q1 | $3.6M | Buy |
82,915
+3,243
| +4% | +$141K | 1.26% | 22 |
|
|
2024
Q4 | $3.21M | Sell |
79,672
-1,255
| -2% | -$50.5K | 1.18% | 30 |
|
|
2024
Q3 | $3.39M | Sell |
80,927
-1,985
| -2% | -$83.3K | 1.31% | 28 |
|
|
2024
Q2 | $3.14M | Sell |
82,912
-18,439
| -18% | -$699K | 1.37% | 30 |
|
|
2024
Q1 | $3.9M | Sell |
101,351
-41,077
| -29% | -$1.58M | 1.85% | 14 |
|
|
2023
Q4 | $5.11M | Sell |
142,428
-18,245
| -11% | -$655K | 2.85% | 7 |
|
|
2023
Q3 | $5.37M | Sell |
160,673
-15,748
| -9% | -$527K | 3.52% | 6 |
|
|
2023
Q2 | $6M | Buy |
176,421
+12,217
| +7% | +$416K | 3.73% | 5 |
|
|
2023
Q1 | $5.83M | Buy |
164,204
+85,164
| +108% | +$3.02M | 3.68% | 5 |
|
|
2022
Q4 | $2.89M | Buy |
+79,040
| New | +$2.89M | 1.83% | 15 |
|