Placemark Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.48M | Buy |
61,694
+746
| +1% | +$17.9K | 0.03% | 680 |
|
|
2014
Q3 | $1.43M | Buy |
60,948
+2,471
| +4% | +$57.9K | 0.03% | 701 |
|
|
2014
Q2 | $1.39M | Buy |
58,477
+4,817
| +9% | +$115K | 0.02% | 708 |
|
|
2014
Q1 | $1.21M | Buy |
53,660
+9,578
| +22% | +$216K | 0.02% | 734 |
|
|
2013
Q4 | $966K | Buy |
44,082
+3,382
| +8% | +$74.1K | 0.02% | 869 |
|
|
2013
Q3 | $848K | Buy |
40,700
+752
| +2% | +$15.7K | 0.02% | 885 |
|
|
2013
Q2 | $825K | Buy |
+39,948
| New | +$825K | 0.02% | 826 |
|