Pursue Wealth Partners’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
2023
Q4
Sell
-10,000
Closed -$334K 97
2023
Q3
$334K Hold
10,000
0.24% 70
2023
Q2
$340K Hold
10,000
0.21% 74
2023
Q1
$355K Buy
+10,000
New +$355K 0.24% 74