Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,459
| Closed | -$523K | – | 510 |
|
|
2024
Q3 | $523K | Buy |
12,459
+1,034
| +9% | +$43.4K | 0.07% | 254 |
|
|
2024
Q2 | $433K | Sell |
11,425
-2,740
| -19% | -$104K | 0.07% | 281 |
|
|
2024
Q1 | $545K | Buy |
14,165
+298
| +2% | +$11.5K | 0.09% | 231 |
|
|
2023
Q4 | $498K | Buy |
13,867
+14
| +0.1% | +$502 | 0.09% | 224 |
|
|
2023
Q3 | $463K | Buy |
13,853
+1,970
| +17% | +$65.9K | 0.09% | 213 |
|
|
2023
Q2 | $404K | Sell |
11,883
-15,437
| -57% | -$525K | 0.08% | 256 |
|
|
2023
Q1 | $970K | Sell |
27,320
-855
| -3% | -$30.4K | 0.2% | 93 |
|
|
2022
Q4 | $1.03M | Buy |
28,175
+13,195
| +88% | +$482K | 0.22% | 87 |
|
|
2022
Q3 | $481K | Buy |
14,980
+2,971
| +25% | +$95.4K | 0.12% | 158 |
|
|
2022
Q2 | $423K | Buy |
+12,009
| New | +$423K | 0.1% | 187 |
|