Priebe Wealth Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
23,612
+1,385
| +6% | +$58K | 0.86% | 25 |
|
|
2025
Q1 | $966K | Sell |
22,227
-4,480
| -17% | -$195K | 0.6% | 27 |
|
|
2024
Q4 | $1.08M | Buy |
26,707
+2,645
| +11% | +$106K | 0.73% | 23 |
|
|
2024
Q3 | $1.01M | Buy |
24,062
+3,990
| +20% | +$167K | 0.74% | 21 |
|
|
2024
Q2 | $761K | Buy |
20,072
+710
| +4% | +$26.9K | 0.6% | 23 |
|
|
2024
Q1 | $745K | Buy |
19,362
+730
| +4% | +$28.1K | 0.58% | 22 |
|
|
2023
Q4 | $669K | Buy |
+18,632
| New | +$669K | 0.55% | 26 |
|