Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,762
| Closed | -$351K | – | 52 |
|
|
2019
Q4 | $351K | Buy |
10,762
+1,669
| +18% | +$54.4K | 0.2% | 31 |
|
|
2019
Q3 | $282K | Buy |
9,093
+111
| +1% | +$3.44K | 0.17% | 36 |
|
|
2019
Q2 | $275K | Buy |
8,982
+74
| +0.8% | +$2.27K | 0.17% | 35 |
|
|
2019
Q1 | $271K | Buy |
8,908
+67
| +0.8% | +$2.04K | 0.18% | 36 |
|
|
2018
Q4 | $241K | Buy |
8,841
+113
| +1% | +$3.08K | 0.19% | 37 |
|
|
2018
Q3 | $260K | Buy |
8,728
+69
| +0.8% | +$2.06K | 0.19% | 40 |
|
|
2018
Q2 | $248K | Sell |
8,659
-6,281
| -42% | -$180K | 0.2% | 37 |
|
|
2018
Q1 | $422K | Sell |
14,940
-2,920
| -16% | -$82.5K | 0.35% | 31 |
|
|
2017
Q4 | $537K | Buy |
+17,860
| New | +$537K | 0.49% | 28 |
|