Planning Capital Management Corporation’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 Q3	$2.39K	Sell	57 -777	-93%	-$32.6K	﹤0.01%	576
2024 Q2	$31.6K	Buy	834 +11	+1%	+$417	0.02%	229
2024 Q1	$31.7K	Buy	823 +18	+2%	+$693	0.02%	229
2023 Q4	$28.9K	Buy	+805	New	+$28.9K	0.02%	241